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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 | $36,351 | $99,345-63.4% | $84,753-57.1% | $273,972-86.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.07% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,360 | $4,214-20.3% | $3,574-6.0% | $4,869-31.0% |
| Participant deferral / active EE | $10,875 | $4,270+154.7% | $3,712+193.0% | $5,287+105.7% |
| Admin fee / account holder | $418 | $6,645-93.7% | $5,333-92.2% | $10,133-95.9% |