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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 | $18,118 | $99,341-81.8% | $84,750-78.6% | $273,965-93.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,665 | $4,214-36.7% | $3,574-25.4% | $4,869-45.3% |
| Participant deferral / active EE | $9,425 | $4,269+120.8% | $3,712+153.9% | $5,287+78.3% |
| Admin fee / account holder | $957 | $6,644-85.6% | $5,332-82.1% | $10,132-90.6% |