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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 | $84,524 | $99,345-14.9% | $84,753-0.3% | $273,972-69.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.80% | 22.93%-18.1pp | 22.78%-18.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,558 | $4,214-63.0% | $3,574-56.4% | $4,869-68.0% |
| Participant deferral / active EE | $2,207 | $4,270-48.3% | $3,712-40.6% | $5,287-58.3% |
| Admin fee / account holder | $11,718 | $6,645+76.3% | $5,333+119.7% | $10,133+15.6% |