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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 | $27,997 | $99,345-71.8% | $84,753-67.0% | $273,972-89.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,094 | $4,214-50.3% | $3,574-41.4% | $4,869-57.0% |
| Participant deferral / active EE | $6,000 | $4,270+40.5% | $3,712+61.6% | $5,287+13.5% |
| Admin fee / account holder | $418 | $6,645-93.7% | $5,333-92.2% | $10,133-95.9% |