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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 | $25,495 | $93,064-72.6% | $74,577-65.8% | $273,972-90.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.66% | 26.18%-16.5pp | 20.47%-10.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $6,024 | $3,160+90.7% | $2,525+138.6% | $4,869+23.7% |
| Participant deferral / active EE | $3,382 | $4,160-18.7% | $3,458-2.2% | $5,287-36.0% |
| Admin fee / account holder | $605 | $5,273-88.5% | $4,138-85.4% | $10,133-94.0% |