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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 | $19,760 | $93,064-78.8% | $74,577-73.5% | $273,972-92.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.86% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $6,087 | $3,160+92.6% | $2,525+141.0% | $4,869+25.0% |
| Participant deferral / active EE | $4,619 | $4,160+11.0% | $3,458+33.6% | $5,287-12.6% |
| Admin fee / account holder | $404 | $5,273-92.3% | $4,138-90.2% | $10,133-96.0% |