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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 | $27,278 | $96,558-71.7% | $80,977-66.3% | $273,972-90.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.95% | 15.14%-7.2pp | 17.11%-9.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,412 | $4,869-50.5% | $3,715-35.1% | $4,869-50.5% |
| Participant deferral / active EE | $7,059 | $6,598+7.0% | $5,696+23.9% | $5,287+33.5% |
| Admin fee / account holder | $2,595 | $7,493-65.4% | $5,517-53.0% | $10,133-74.4% |