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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 | $32,183 | $96,558-66.7% | $80,977-60.3% | $273,972-88.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.97% | 15.14%-7.2pp | 17.11%-9.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,752 | $4,869-2.4% | $3,715+27.9% | $4,869-2.4% |
| Participant deferral / active EE | $8,500 | $6,598+28.8% | $5,696+49.2% | $5,287+60.8% |
| Admin fee / account holder | $4,916 | $7,493-34.4% | $5,517-10.9% | $10,133-51.5% |