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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 | $20,214 | $99,345-79.7% | $84,753-76.1% | $273,972-92.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.23% | 22.93%-20.7pp | 22.78%-20.6pp | 41.46%-39.2pp |
| Employer contribution / active EE | $3,428 | $4,214-18.7% | $3,574-4.1% | $4,869-29.6% |
| Participant deferral / active EE | $1,311 | $4,270-69.3% | $3,712-64.7% | $5,287-75.2% |
| Admin fee / account holder | $2,635 | $6,645-60.4% | $5,333-50.6% | $10,133-74.0% |