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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 | $63,251 | $65,712-3.7% | $57,196+10.6% | $273,972-76.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.72% | 22.01%-12.3pp | 14.59%-4.9pp | 41.46%-31.7pp |
| Employer contribution / active EE | $4,736 | $3,280+44.4% | $2,683+76.5% | $4,869-2.7% |
| Participant deferral / active EE | $7,179 | $3,782+89.8% | $3,096+131.9% | $5,287+35.8% |
| Admin fee / account holder | $476 | $4,838-90.2% | $3,141-84.8% | $10,133-95.3% |