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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 | $94,985 | $136,307-30.3% | $106,619-10.9% | $273,972-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.82% | 11.05%-6.2pp | 9.42%-4.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $6,563 | $5,190+26.5% | $3,947+66.3% | $4,869+34.8% |
| Participant deferral / active EE | $7,022 | $4,969+41.3% | $3,930+78.7% | $5,287+32.8% |
| Admin fee / account holder | $63,831 | $8,625+640.1% | $6,418+894.5% | $10,133+530.0% |