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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 | $64,554 | $99,345-35.0% | $84,753-23.8% | $273,972-76.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $4,277 | $4,214+1.5% | $3,574+19.6% | $4,869-12.2% |
| Participant deferral / active EE | $9,066 | $4,270+112.3% | $3,712+144.2% | $5,287+71.5% |
| Admin fee / account holder | $886 | $6,645-86.7% | $5,333-83.4% | $10,133-91.3% |