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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 | $53,743 | $99,345-45.9% | $84,753-36.6% | $273,972-80.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.87% | 22.93%-16.1pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,254 | $4,214+72.1% | $3,574+102.9% | $4,869+49.0% |
| Participant deferral / active EE | $7,981 | $4,270+86.9% | $3,712+115.0% | $5,287+50.9% |
| Admin fee / account holder | $2,890 | $6,645-56.5% | $5,333-45.8% | $10,133-71.5% |