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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 | $31,866 | $96,558-67.0% | $80,977-60.6% | $273,972-88.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.52% | 15.14%-5.6pp | 17.11%-7.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $13,850 | $4,869+184.5% | $3,715+272.9% | $4,869+184.5% |
| Participant deferral / active EE | $10,762 | $6,598+63.1% | $5,696+88.9% | $5,287+103.6% |
| Admin fee / account holder | $381 | $7,493-94.9% | $5,517-93.1% | $10,133-96.2% |