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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 | $59,435 | $215,361-72.4% | $171,082-65.3% | $273,972-78.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.39% | 25.14%-17.7pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $13,508 | $4,967+172.0% | $4,002+237.5% | $4,869+177.4% |
| Participant deferral / active EE | $9,218 | $5,543+66.3% | $4,797+92.2% | $5,287+74.3% |
| Admin fee / account holder | $2,324 | $10,846-78.6% | $8,520-72.7% | $10,133-77.1% |