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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 | $69,082 | $96,558-28.5% | $80,977-14.7% | $273,972-74.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.01% | 15.14%-5.1pp | 17.11%-7.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $4,490 | $4,869-7.8% | $3,715+20.9% | $4,869-7.8% |
| Participant deferral / active EE | $6,921 | $6,598+4.9% | $5,696+21.5% | $5,287+30.9% |
| Admin fee / account holder | $418 | $7,493-94.4% | $5,517-92.4% | $10,133-95.9% |