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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 | $24,998 | $99,345-74.8% | $84,753-70.5% | $273,972-90.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.87% | 22.93%-8.1pp | 22.78%-7.9pp | 41.46%-26.6pp |
| Employer contribution / active EE | $6,747 | $4,214+60.1% | $3,574+88.7% | $4,869+38.6% |
| Participant deferral / active EE | $6,818 | $4,270+59.7% | $3,712+83.7% | $5,287+29.0% |
| Admin fee / account holder | $591 | $6,645-91.1% | $5,333-88.9% | $10,133-94.2% |