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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 | $23,701 | $99,345-76.1% | $84,753-72.0% | $273,972-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.75% | 22.93%-7.2pp | 22.78%-7.0pp | 41.46%-25.7pp |
| Employer contribution / active EE | $5,007 | $4,214+18.8% | $3,574+40.1% | $4,869+2.8% |
| Participant deferral / active EE | $8,502 | $4,270+99.1% | $3,712+129.1% | $5,287+60.8% |
| Admin fee / account holder | $1,160 | $6,645-82.5% | $5,333-78.2% | $10,133-88.5% |