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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 | $58,991 | $88,707-33.5% | $74,184-20.5% | $273,972-78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,196 | $3,159-30.5% | $2,370-7.3% | $4,869-54.9% |
| Participant deferral / active EE | $2,448 | $4,212-41.9% | $3,550-31.0% | $5,287-53.7% |
| Admin fee / account holder | $10,276 | $8,717+17.9% | $5,586+84.0% | $10,133+1.4% |