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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 | $30,683 | $76,551-59.9% | $123,894-75.2% | $62,881-51.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.99% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,605 | $2,882-9.6% | $4,617-43.6% | $2,281+14.2% |
| Participant deferral / active EE | $7,041 | $4,840+45.5% | $5,984+17.7% | $3,203+119.8% |
| Admin fee / account holder | $1,362 | $4,826-71.8% | $8,357-83.7% | $4,296-68.3% |