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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 | $74,539 | $99,345-25.0% | $84,753-12.1% | $273,972-72.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.31% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,707 | $4,214-59.5% | $3,574-52.2% | $4,869-64.9% |
| Participant deferral / active EE | $4,455 | $4,270+4.3% | $3,712+20.0% | $5,287-15.7% |
| Admin fee / account holder | $24,905 | $6,645+274.8% | $5,333+367.0% | $10,133+145.8% |