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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 | $30,750 | $81,446-62.2% | $103,374-70.3% | $80,874-62.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.33% | 25.57%-8.2pp | 24.89%-7.6pp | 35.62%-18.3pp |
| Employer contribution / active EE | $8,160 | $3,107+162.6% | $3,869+110.9% | $2,756+196.1% |
| Participant deferral / active EE | $6,238 | $3,870+61.2% | $5,058+23.3% | $4,297+45.2% |
| Admin fee / account holder | $718 | $6,715-89.3% | $8,394-91.4% | $6,935-89.7% |