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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 | $32,922 | $81,457-59.6% | $103,378-68.2% | $80,911-59.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.93% | 25.58%-13.6pp | 24.91%-13.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $7,403 | $3,107+138.2% | $3,870+91.3% | $2,756+168.6% |
| Participant deferral / active EE | $5,036 | $3,871+30.1% | $5,058-0.4% | $4,297+17.2% |
| Admin fee / account holder | $612 | $6,717-90.9% | $8,401-92.7% | $6,935-91.2% |