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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 | $44,098 | $65,712-32.9% | $57,196-22.9% | $273,972-83.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.09% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,254 | $3,280+29.7% | $2,683+58.5% | $4,869-12.6% |
| Participant deferral / active EE | $8,105 | $3,782+114.3% | $3,096+161.8% | $5,287+53.3% |
| Admin fee / account holder | $1,625 | $4,838-66.4% | $3,141-48.3% | $10,133-84.0% |