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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 | $36,019 | $81,457-55.8% | $103,378-65.2% | $80,911-55.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.86% | 25.58%-13.7pp | 24.91%-13.1pp | 35.63%-23.8pp |
| Employer contribution / active EE | $7,435 | $3,107+139.3% | $3,870+92.1% | $2,756+169.8% |
| Participant deferral / active EE | $5,258 | $3,871+35.8% | $5,058+4.0% | $4,297+22.4% |
| Admin fee / account holder | $866 | $6,717-87.1% | $8,401-89.7% | $6,935-87.5% |