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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 | $56,918 | $99,345-42.7% | $84,753-32.8% | $273,972-79.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | 22.93%-17.8pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $8,476 | $4,214+101.1% | $3,574+137.1% | $4,869+74.1% |
| Participant deferral / active EE | $2,999 | $4,270-29.8% | $3,712-19.2% | $5,287-43.3% |
| Admin fee / account holder | $26,316 | $6,645+296.0% | $5,333+393.4% | $10,133+159.7% |