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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 | $32,434 | $77,707-58.3% | $70,160-53.8% | $139,466-76.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.85% | 19.30%-2.5pp | 19.08%-2.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $7,176 | $4,986+43.9% | $4,285+67.5% | $4,754+51.0% |
| Participant deferral / active EE | $8,941 | $6,443+38.8% | $5,394+65.8% | $6,712+33.2% |
| Admin fee / account holder | $1,090 | $5,397-79.8% | $4,582-76.2% | $11,409-90.4% |