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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 | $40,188 | $153,311-73.8% | $109,313-63.2% | $273,972-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.42% | 29.86%-21.4pp | 22.07%-13.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $11,667 | $5,619+107.6% | $3,892+199.8% | $4,869+139.6% |
| Participant deferral / active EE | $4,353 | $3,932+10.7% | $3,166+37.5% | $5,287-17.7% |
| Admin fee / account holder | $504 | $8,076-93.8% | $5,666-91.1% | $10,133-95.0% |