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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 | $37,111 | $105,623-64.9% | $87,502-57.6% | $273,972-86.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.27% | 12.26%-1.0pp | 12.21%-0.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $8,236 | $3,141+162.3% | $2,550+223.0% | $4,869+69.2% |
| Participant deferral / active EE | $5,346 | $3,601+48.5% | $3,149+69.8% | $5,287+1.1% |
| Admin fee / account holder | $343 | $4,781-92.8% | $4,221-91.9% | $10,133-96.6% |