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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 | $67,878 | $88,707-23.5% | $74,184-8.5% | $273,972-75.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.30% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.2pp |
| Employer contribution / active EE | $12,437 | $3,159+293.7% | $2,370+424.7% | $4,869+155.4% |
| Participant deferral / active EE | $4,800 | $4,212+14.0% | $3,550+35.2% | $5,287-9.2% |
| Admin fee / account holder | $126,019 | $8,717+1345.7% | $5,586+2156.1% | $10,133+1143.7% |