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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 | $81,504-62.3% | $102,437-70.0% | $80,959-62.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.33% | 25.60%-8.3pp | 24.95%-7.6pp | 35.67%-18.3pp |
| Employer contribution / active EE | $8,160 | $3,104+162.9% | $3,871+110.8% | $2,757+196.0% |
| Participant deferral / active EE | $6,238 | $3,871+61.2% | $5,060+23.3% | $4,300+45.1% |
| Admin fee / account holder | $718 | $6,719-89.3% | $8,388-91.4% | $6,925-89.6% |