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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 | $28,780 | $93,064-69.1% | $74,577-61.4% | $273,972-89.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.91% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,971 | $3,160+89.0% | $2,525+136.5% | $4,869+22.6% |
| Participant deferral / active EE | $7,207 | $4,160+73.2% | $3,458+108.4% | $5,287+36.3% |
| Admin fee / account holder | $1,429 | $5,273-72.9% | $4,138-65.5% | $10,133-85.9% |