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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 | $25,140 | $99,345-74.7% | $84,753-70.3% | $273,972-90.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.25% | 22.93%-8.7pp | 22.78%-8.5pp | 41.46%-27.2pp |
| Employer contribution / active EE | $7,869 | $4,214+86.7% | $3,574+120.1% | $4,869+61.6% |
| Participant deferral / active EE | $4,671 | $4,270+9.4% | $3,712+25.8% | $5,287-11.7% |
| Admin fee / account holder | $1,818 | $6,645-72.6% | $5,333-65.9% | $10,133-82.1% |