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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 | $70,664 | $99,345-28.9% | $84,753-16.6% | $273,972-74.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 22.93%-15.3pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,047 | $4,214-27.7% | $3,574-14.8% | $4,869-37.4% |
| Participant deferral / active EE | $3,340 | $4,270-21.8% | $3,712-10.0% | $5,287-36.8% |
| Admin fee / account holder | $6,333 | $6,645-4.7% | $5,333+18.8% | $10,133-37.5% |