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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 | $63,015 | $136,307-53.8% | $106,619-40.9% | $273,972-77.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.48% | 11.05%-3.6pp | 9.42%-1.9pp | 41.46%-34.0pp |
| Employer contribution / active EE | $11,901 | $5,190+129.3% | $3,947+201.5% | $4,869+144.4% |
| Participant deferral / active EE | $4,289 | $4,969-13.7% | $3,930+9.1% | $5,287-18.9% |
| Admin fee / account holder | $928 | $8,625-89.2% | $6,418-85.5% | $10,133-90.8% |