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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 | $70,001 | $101,795-31.2% | $165,100-57.6% | $80,959-13.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.68% | 16.73%-4.1pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,715 | $2,954+59.6% | $4,348+8.4% | $2,757+71.0% |
| Participant deferral / active EE | $7,375 | $4,476+64.8% | $6,035+22.2% | $4,300+71.5% |
| Admin fee / account holder | $629 | $8,221-92.3% | $12,696-95.0% | $6,925-90.9% |