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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 | $24,422 | $65,712-62.8% | $57,196-57.3% | $273,972-91.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.89% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,317 | $3,280+31.6% | $2,683+60.9% | $4,869-11.3% |
| Participant deferral / active EE | $3,081 | $3,782-18.5% | $3,096-0.5% | $5,287-41.7% |
| Admin fee / account holder | $7,140 | $4,838+47.6% | $3,141+127.4% | $10,133-29.5% |