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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 | $95,039 | $180,028-47.2% | $138,135-31.2% | $158,982-40.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 7.31% | 21.68%-14.4pp | 20.51%-13.2pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,655 | $7,470-77.8% | $5,587-70.4% | $4,763-65.3% |
| Participant deferral / active EE | $6,200 | $7,717-19.7% | $6,431-3.6% | $5,983+3.6% |
| Admin fee / account holder | $1,030 | $17,912-94.2% | $11,856-91.3% | $11,252-90.8% |