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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 | $60,109 | $99,345-39.5% | $84,753-29.1% | $273,972-78.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.57% | 22.93%-10.4pp | 22.78%-10.2pp | 41.46%-28.9pp |
| Employer contribution / active EE | $7,941 | $4,214+88.4% | $3,574+122.2% | $4,869+63.1% |
| Participant deferral / active EE | $7,273 | $4,270+70.3% | $3,712+95.9% | $5,287+37.6% |
| Admin fee / account holder | $638 | $6,645-90.4% | $5,333-88.0% | $10,133-93.7% |