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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 | $80,139 | $99,341-19.3% | $84,750-5.4% | $273,965-70.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.65% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $11,492 | $4,214+172.7% | $3,574+221.5% | $4,869+136.0% |
| Participant deferral / active EE | $6,572 | $4,269+53.9% | $3,712+77.1% | $5,287+24.3% |
| Admin fee / account holder | $356 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |