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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 | $24,896 | $99,345-74.9% | $84,753-70.6% | $273,972-90.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.98% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,585 | $4,214-38.7% | $3,574-27.7% | $4,869-46.9% |
| Participant deferral / active EE | $6,360 | $4,270+49.0% | $3,712+71.3% | $5,287+20.3% |
| Admin fee / account holder | $628 | $6,645-90.6% | $5,333-88.2% | $10,133-93.8% |