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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 | $44,060 | $99,345-55.6% | $84,753-48.0% | $273,972-83.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.79% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,506 | $4,214+6.9% | $3,574+26.1% | $4,869-7.4% |
| Participant deferral / active EE | $17,150 | $4,270+301.7% | $3,712+362.0% | $5,287+224.4% |
| Admin fee / account holder | $755 | $6,645-88.6% | $5,333-85.8% | $10,133-92.6% |