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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 | $74,263 | $88,583-16.2% | $88,497-16.1% | $273,972-72.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.56% | 5.68%-0.1pp | 7.63%-2.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,568 | $4,502-20.8% | $4,036-11.6% | $4,869-26.7% |
| Participant deferral / active EE | $8,772 | $4,891+79.3% | $4,899+79.0% | $5,287+65.9% |
| Admin fee / account holder | $825 | $8,980-90.8% | $6,220-86.7% | $10,133-91.9% |