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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 | $64,649 | $88,707-27.1% | $74,184-12.9% | $273,972-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.85% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,138 | $3,159+31.0% | $2,370+74.6% | $4,869-15.0% |
| Participant deferral / active EE | $4,499 | $4,212+6.8% | $3,550+26.7% | $5,287-14.9% |
| Admin fee / account holder | $7,596 | $8,717-12.9% | $5,586+36.0% | $10,133-25.0% |