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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 | $24,698 | $153,311-83.9% | $109,313-77.4% | $273,972-91.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 17.28% | 29.86%-12.6pp | 22.07%-4.8pp | 41.46%-24.2pp |
| Employer contribution / active EE | $7,491 | $5,619+33.3% | $3,892+92.5% | $4,869+53.9% |
| Participant deferral / active EE | $9,788 | $3,932+148.9% | $3,166+209.1% | $5,287+85.1% |
| Admin fee / account holder | $1,678 | $8,076-79.2% | $5,666-70.4% | $10,133-83.4% |