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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 | $51,660 | $99,345-48.0% | $84,753-39.0% | $273,972-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.04% | 22.93%-16.9pp | 22.78%-16.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,980 | $4,214+89.4% | $3,574+123.3% | $4,869+63.9% |
| Participant deferral / active EE | $2,056 | $4,270-51.8% | $3,712-44.6% | $5,287-61.1% |
| Admin fee / account holder | $589 | $6,645-91.1% | $5,333-89.0% | $10,133-94.2% |