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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 | $59,202 | $99,345-40.4% | $84,753-30.1% | $273,972-78.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.1pp |
| Employer contribution / active EE | $7,228 | $4,214+71.5% | $3,574+102.2% | $4,869+48.5% |
| Participant deferral / active EE | $4,303 | $4,270+0.8% | $3,712+15.9% | $5,287-18.6% |
| Admin fee / account holder | $697 | $6,645-89.5% | $5,333-86.9% | $10,133-93.1% |