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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 | $32,363 | $99,345-67.4% | $84,753-61.8% | $273,972-88.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.48% | 22.93%-1.5pp | 22.78%-1.3pp | 41.46%-20.0pp |
| Employer contribution / active EE | $9,032 | $4,214+114.3% | $3,574+152.7% | $4,869+85.5% |
| Participant deferral / active EE | $6,209 | $4,270+45.4% | $3,712+67.3% | $5,287+17.4% |
| Admin fee / account holder | $962 | $6,645-85.5% | $5,333-82.0% | $10,133-90.5% |