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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 | $34,584 | $88,707-61.0% | $74,184-53.4% | $273,972-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.24% | 11.94%+0.3pp | 17.74%-5.5pp | 41.46%-29.2pp |
| Employer contribution / active EE | $10,016 | $3,159+217.0% | $2,370+322.6% | $4,869+105.7% |
| Participant deferral / active EE | $7,275 | $4,212+72.7% | $3,550+104.9% | $5,287+37.6% |
| Admin fee / account holder | $982 | $8,717-88.7% | $5,586-82.4% | $10,133-90.3% |