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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 | $66,625 | $136,307-51.1% | $106,619-37.5% | $273,972-75.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.58% | 11.05%+0.5pp | 9.42%+2.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $4,272 | $5,190-17.7% | $3,947+8.2% | $4,869-12.3% |
| Participant deferral / active EE | $7,629 | $4,969+53.5% | $3,930+94.1% | $5,287+44.3% |
| Admin fee / account holder | $1,484 | $8,625-82.8% | $6,418-76.9% | $10,133-85.4% |