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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 | $66,038 | $99,345-33.5% | $84,753-22.1% | $273,972-75.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.08% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,657 | $4,214-60.7% | $3,574-53.6% | $4,869-66.0% |
| Participant deferral / active EE | $3,661 | $4,270-14.3% | $3,712-1.4% | $5,287-30.8% |
| Admin fee / account holder | $440 | $6,645-93.4% | $5,333-91.8% | $10,133-95.7% |