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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 | $79,194 | $99,345-20.3% | $84,753-6.6% | $273,972-71.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $11,164 | $4,214+164.9% | $3,574+212.3% | $4,869+129.3% |
| Participant deferral / active EE | $6,712 | $4,270+57.2% | $3,712+80.8% | $5,287+27.0% |
| Admin fee / account holder | $684 | $6,645-89.7% | $5,333-87.2% | $10,133-93.2% |