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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 | $66,364 | $88,707-25.2% | $74,184-10.5% | $273,972-75.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.07% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,287 | $3,159+35.7% | $2,370+80.9% | $4,869-12.0% |
| Participant deferral / active EE | $3,341 | $4,212-20.7% | $3,550-5.9% | $5,287-36.8% |
| Admin fee / account holder | $20,047 | $8,717+130.0% | $5,586+258.9% | $10,133+97.8% |