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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 | $70,078 | $99,345-29.5% | $84,753-17.3% | $273,972-74.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.48% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,315 | $4,214-45.1% | $3,574-35.2% | $4,869-52.5% |
| Participant deferral / active EE | $4,668 | $4,270+9.3% | $3,712+25.8% | $5,287-11.7% |
| Admin fee / account holder | $1,544 | $6,645-76.8% | $5,333-71.0% | $10,133-84.8% |