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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 | $29,509 | $89,515-67.0% | $103,065-71.4% | $80,959-63.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 15.18% | 22.82%-7.6pp | 23.95%-8.8pp | 35.67%-20.5pp |
| Employer contribution / active EE | $5,351 | $4,015+33.3% | $4,675+14.5% | $2,757+94.1% |
| Participant deferral / active EE | $1,996 | $5,463-63.5% | $6,625-69.9% | $4,300-53.6% |
| Admin fee / account holder | $8,406 | $6,527+28.8% | $9,349-10.1% | $6,925+21.4% |