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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 | $81,712 | $93,071-12.2% | $74,583+9.6% | $273,968-70.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.88% | 26.18%-18.3pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,712 | $3,160+144.1% | $2,525+205.4% | $4,869+58.4% |
| Participant deferral / active EE | $21,000 | $4,160+404.8% | $3,458+507.3% | $5,287+297.2% |
| Admin fee / account holder | $420 | $5,272-92.0% | $4,138-89.8% | $10,132-95.9% |