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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 | $79,101 | $93,064-15.0% | $74,577+6.1% | $273,972-71.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.79% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,591 | $3,160-49.7% | $2,525-37.0% | $4,869-67.3% |
| Participant deferral / active EE | $4,032 | $4,160-3.1% | $3,458+16.6% | $5,287-23.7% |
| Admin fee / account holder | $725 | $5,273-86.2% | $4,138-82.5% | $10,133-92.8% |