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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 | $26,282 | $105,623-75.1% | $87,502-70.0% | $273,972-90.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 27.26% | 12.26%+15.0pp | 12.21%+15.0pp | 41.46%-14.2pp |
| Employer contribution / active EE | $9,489 | $3,141+202.2% | $2,550+272.2% | $4,869+94.9% |
| Participant deferral / active EE | $9,034 | $3,601+150.9% | $3,149+186.9% | $5,287+70.9% |
| Admin fee / account holder | $573 | $4,781-88.0% | $4,221-86.4% | $10,133-94.3% |