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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,276 | $65,712+31.3% | $57,196+50.8% | $273,972-68.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.59% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,051 | $3,280-68.0% | $2,683-60.8% | $4,869-78.4% |
| Participant deferral / active EE | $1,416 | $3,782-62.6% | $3,096-54.3% | $5,287-73.2% |
| Admin fee / account holder | $3,910 | $4,838-19.2% | $3,141+24.5% | $10,133-61.4% |