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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 | $74,922 | $105,623-29.1% | $87,502-14.4% | $273,972-72.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.65% | 12.26%-3.6pp | 12.21%-3.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $9,313 | $3,141+196.5% | $2,550+265.3% | $4,869+91.3% |
| Participant deferral / active EE | $17,518 | $3,601+386.5% | $3,149+456.3% | $5,287+231.3% |
| Admin fee / account holder | $2,753 | $4,781-42.4% | $4,221-34.8% | $10,133-72.8% |