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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 | $58,666 | $153,311-61.7% | $109,313-46.3% | $273,972-78.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.16% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,996 | $5,619+60.1% | $3,892+131.1% | $4,869+84.8% |
| Participant deferral / active EE | $4,367 | $3,932+11.1% | $3,166+37.9% | $5,287-17.4% |
| Admin fee / account holder | $776 | $8,076-90.4% | $5,666-86.3% | $10,133-92.3% |