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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 | $34,218 | $97,020-64.7% | $83,327-58.9% | $135,380-74.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.87% | 12.31%-5.4pp | 10.64%-3.8pp | 519.81%-512.9pp |
| Employer contribution / active EE | $11,022 | $4,144+166.0% | $3,379+226.2% | $4,779+130.6% |
| Participant deferral / active EE | $8,465 | $5,964+41.9% | $5,565+52.1% | $5,609+50.9% |
| Admin fee / account holder | $703 | $8,426-91.7% | $7,540-90.7% | $10,828-93.5% |