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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 | $68,391 | $215,361-68.2% | $171,082-60.0% | $273,972-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.14% | 25.14%-18.0pp | 32.56%-25.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $990 | $4,967-80.1% | $4,002-75.3% | $4,869-79.7% |
| Participant deferral / active EE | $18,030 | $5,543+225.3% | $4,797+275.8% | $5,287+241.0% |
| Admin fee / account holder | $8,034 | $10,846-25.9% | $8,520-5.7% | $10,133-20.7% |