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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 | $52,537 | $99,345-47.1% | $84,753-38.0% | $273,972-80.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.73% | 22.93%-13.2pp | 22.78%-13.1pp | 41.46%-31.7pp |
| Employer contribution / active EE | $11,133 | $4,214+164.2% | $3,574+211.5% | $4,869+128.7% |
| Participant deferral / active EE | $7,170 | $4,270+67.9% | $3,712+93.2% | $5,287+35.6% |
| Admin fee / account holder | $1,228 | $6,645-81.5% | $5,333-77.0% | $10,133-87.9% |