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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 | $28,286 | $153,311-81.5% | $109,313-74.1% | $273,972-89.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.40% | 29.86%-22.5pp | 22.07%-14.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,225 | $5,619-60.4% | $3,892-42.8% | $4,869-54.3% |
| Participant deferral / active EE | $11,969 | $3,932+204.4% | $3,166+278.0% | $5,287+126.4% |
| Admin fee / account holder | $607 | $8,076-92.5% | $5,666-89.3% | $10,133-94.0% |