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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 | $39,493 | $88,707-55.5% | $74,184-46.8% | $273,972-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 24.28% | 11.94%+12.3pp | 17.74%+6.5pp | 41.46%-17.2pp |
| Employer contribution / active EE | $6,994 | $3,159+121.4% | $2,370+195.1% | $4,869+43.7% |
| Participant deferral / active EE | $12,794 | $4,212+203.8% | $3,550+260.4% | $5,287+142.0% |
| Admin fee / account holder | $304 | $8,717-96.5% | $5,586-94.6% | $10,133-97.0% |