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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 | $75,882 | $93,064-18.5% | $74,577+1.8% | $273,972-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.71% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,494 | $3,160-21.1% | $2,525-1.2% | $4,869-48.8% |
| Participant deferral / active EE | $3,532 | $4,160-15.1% | $3,458+2.1% | $5,287-33.2% |
| Admin fee / account holder | $6,769 | $5,273+28.4% | $4,138+63.6% | $10,133-33.2% |