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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 | $73,905 | $76,551-3.5% | $123,894-40.3% | $62,881+17.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.70% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $7,444 | $2,882+158.2% | $4,617+61.2% | $2,281+226.3% |
| Participant deferral / active EE | $6,523 | $4,840+34.8% | $5,984+9.0% | $3,203+103.6% |
| Admin fee / account holder | $400 | $4,826-91.7% | $8,357-95.2% | $4,296-90.7% |