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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 | $47,547 | $99,345-52.1% | $84,753-43.9% | $273,972-82.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.46% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $7,717 | $4,214+83.1% | $3,574+115.9% | $4,869+58.5% |
| Participant deferral / active EE | $5,414 | $4,270+26.8% | $3,712+45.9% | $5,287+2.4% |
| Admin fee / account holder | $574 | $6,645-91.4% | $5,333-89.2% | $10,133-94.3% |