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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 | $138,393-45.8% | $184,256-59.3% | $80,959-7.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.77% | 20.01%-7.2pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $4,789 | $4,847-1.2% | $6,427-25.5% | $2,757+73.7% |
| Participant deferral / active EE | $5,706 | $7,076-19.4% | $9,133-37.5% | $4,300+32.7% |
| Admin fee / account holder | $4,498 | $10,489-57.1% | $13,899-67.6% | $6,925-35.0% |