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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 | $22,083 | $99,345-77.8% | $84,753-73.9% | $273,972-91.9% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.37% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,883 | $4,214+134.5% | $3,574+176.5% | $4,869+103.0% |
| Participant deferral / active EE | $3,447 | $4,270-19.3% | $3,712-7.1% | $5,287-34.8% |
| Admin fee / account holder | $3,076 | $6,645-53.7% | $5,333-42.3% | $10,133-69.6% |