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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 | $74,972 | $138,385-45.8% | $184,200-59.3% | $80,874-7.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.77% | 20.02%-7.3pp | 28.80%-16.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,789 | $4,849-1.2% | $6,424-25.5% | $2,756+73.8% |
| Participant deferral / active EE | $5,706 | $7,073-19.3% | $9,132-37.5% | $4,297+32.8% |
| Admin fee / account holder | $4,498 | $10,483-57.1% | $13,907-67.7% | $6,935-35.1% |