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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 | $29,425 | $153,311-80.8% | $109,313-73.1% | $273,972-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.13% | 29.86%-18.7pp | 22.07%-10.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,735 | $5,619-33.5% | $3,892-4.0% | $4,869-23.3% |
| Participant deferral / active EE | $7,971 | $3,932+102.7% | $3,166+151.7% | $5,287+50.8% |
| Admin fee / account holder | $935 | $8,076-88.4% | $5,666-83.5% | $10,133-90.8% |