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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 | $64,888 | $81,476-20.4% | $102,383-36.6% | $80,925-19.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.57% | 25.59%-14.0pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,255 | $3,105+69.3% | $3,870+35.8% | $2,756+90.7% |
| Participant deferral / active EE | $2,992 | $3,871-22.7% | $5,060-40.9% | $4,299-30.4% |
| Admin fee / account holder | $803 | $6,717-88.1% | $8,391-90.4% | $6,940-88.4% |