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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 | $57,108 | $99,345-42.5% | $84,753-32.6% | $273,972-79.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.91% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,896 | $4,214-55.0% | $3,574-47.0% | $4,869-61.1% |
| Participant deferral / active EE | $4,596 | $4,270+7.6% | $3,712+23.8% | $5,287-13.1% |
| Admin fee / account holder | $607 | $6,645-90.9% | $5,333-88.6% | $10,133-94.0% |