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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 | $51,813 | $99,345-47.8% | $84,753-38.9% | $273,972-81.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.19% | 22.93%-9.7pp | 22.78%-9.6pp | 41.46%-28.3pp |
| Employer contribution / active EE | $10,161 | $4,214+141.1% | $3,574+184.3% | $4,869+108.7% |
| Participant deferral / active EE | $12,879 | $4,270+201.6% | $3,712+247.0% | $5,287+143.6% |
| Admin fee / account holder | $357 | $6,645-94.6% | $5,333-93.3% | $10,133-96.5% |