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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 | $58,083 | $99,345-41.5% | $84,753-31.5% | $273,972-78.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.29% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $14,017 | $4,214+232.6% | $3,574+292.1% | $4,869+187.9% |
| Participant deferral / active EE | $8,025 | $4,270+88.0% | $3,712+116.2% | $5,287+51.8% |
| Admin fee / account holder | $24,842 | $6,645+273.8% | $5,333+365.8% | $10,133+145.2% |