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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 | $56,753 | $99,345-42.9% | $84,753-33.0% | $273,972-79.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $11,904 | $4,214+182.5% | $3,574+233.0% | $4,869+144.5% |
| Participant deferral / active EE | $13,265 | $4,270+210.7% | $3,712+257.4% | $5,287+150.9% |
| Admin fee / account holder | $384 | $6,645-94.2% | $5,333-92.8% | $10,133-96.2% |