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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 | $20,602 | $96,558-78.7% | $80,977-74.6% | $273,972-92.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.71% | 15.14%-4.4pp | 17.11%-6.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $6,825 | $4,869+40.2% | $3,715+83.7% | $4,869+40.2% |
| Participant deferral / active EE | $7,638 | $6,598+15.8% | $5,696+34.1% | $5,287+44.5% |
| Admin fee / account holder | $5,660 | $7,493-24.5% | $5,517+2.6% | $10,133-44.1% |