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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 | $56,783 | $96,558-41.2% | $80,977-29.9% | $273,972-79.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.47% | 15.14%-5.7pp | 17.11%-7.6pp | 41.46%-32.0pp |
| Employer contribution / active EE | $12,824 | $4,869+163.4% | $3,715+245.2% | $4,869+163.4% |
| Participant deferral / active EE | $8,689 | $6,598+31.7% | $5,696+52.5% | $5,287+64.3% |
| Admin fee / account holder | $523 | $7,493-93.0% | $5,517-90.5% | $10,133-94.8% |