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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 | $61,716 | $99,345-37.9% | $84,753-27.2% | $273,972-77.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.35% | 22.93%-19.6pp | 22.78%-19.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,584 | $4,214+56.3% | $3,574+84.2% | $4,869+35.2% |
| Participant deferral / active EE | $6,263 | $4,270+46.7% | $3,712+68.7% | $5,287+18.4% |
| Admin fee / account holder | $1,714 | $6,645-74.2% | $5,333-67.9% | $10,133-83.1% |