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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 | $29,589 | $153,311-80.7% | $109,313-72.9% | $273,972-89.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.18% | 29.86%-25.7pp | 22.07%-17.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $7,826 | $5,619+39.3% | $3,892+101.1% | $4,869+60.7% |
| Participant deferral / active EE | $4,299 | $3,932+9.3% | $3,166+35.8% | $5,287-18.7% |
| Admin fee / account holder | $762 | $8,076-90.6% | $5,666-86.6% | $10,133-92.5% |