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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 | $91,232 | $105,623-13.6% | $87,502+4.3% | $273,972-66.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.80% | 12.26%-4.5pp | 12.21%-4.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,075 | $3,141-65.8% | $2,550-57.8% | $4,869-77.9% |
| Participant deferral / active EE | $2,506 | $3,601-30.4% | $3,149-20.4% | $5,287-52.6% |
| Admin fee / account holder | $2,121 | $4,781-55.6% | $4,221-49.7% | $10,133-79.1% |