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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 | $95,750 | $136,307-29.8% | $106,619-10.2% | $273,972-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.14% | 11.05%-2.9pp | 9.42%-1.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,415 | $5,190+42.9% | $3,947+87.9% | $4,869+52.3% |
| Participant deferral / active EE | $24,000 | $4,969+383.0% | $3,930+510.7% | $5,287+353.9% |
| Admin fee / account holder | $485 | $8,625-94.4% | $6,418-92.5% | $10,133-95.2% |