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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 | $74,867 | $215,361-65.2% | $171,082-56.2% | $273,972-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.56% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $11,811 | $4,967+137.8% | $4,002+195.1% | $4,869+142.6% |
| Participant deferral / active EE | $1,095 | $5,543-80.2% | $4,797-77.2% | $5,287-79.3% |
| Admin fee / account holder | $647 | $10,846-94.0% | $8,520-92.4% | $10,133-93.6% |