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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 | $36,721 | $96,558-62.0% | $80,977-54.7% | $273,972-86.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.35% | 15.14%-6.8pp | 17.11%-8.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,746 | $4,869-43.6% | $3,715-26.1% | $4,869-43.6% |
| Participant deferral / active EE | $9,500 | $6,598+44.0% | $5,696+66.8% | $5,287+79.7% |
| Admin fee / account holder | $2,166 | $7,493-71.1% | $5,517-60.7% | $10,133-78.6% |