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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 | $51,638 | $118,496-56.4% | $98,461-47.6% | $139,466-63.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 18.96%-10.0pp | 21.17%-12.2pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,520 | $3,611-57.9% | $3,049-50.1% | $4,754-68.0% |
| Participant deferral / active EE | $8,271 | $5,393+53.4% | $4,738+74.6% | $6,712+23.2% |
| Admin fee / account holder | $923 | $14,056-93.4% | $8,961-89.7% | $11,409-91.9% |