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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 | $70,314 | $76,551-8.1% | $123,894-43.2% | $62,881+11.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,120 | $2,882-61.1% | $4,617-75.7% | $2,281-50.9% |
| Participant deferral / active EE | $6,637 | $4,840+37.1% | $5,984+10.9% | $3,203+107.2% |
| Admin fee / account holder | $2,874 | $4,826-40.4% | $8,357-65.6% | $4,296-33.1% |