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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 | $33,385 | $99,345-66.4% | $84,753-60.6% | $273,972-87.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,917 | $4,214+40.4% | $3,574+65.5% | $4,869+21.5% |
| Participant deferral / active EE | $5,905 | $4,270+38.3% | $3,712+59.1% | $5,287+11.7% |
| Admin fee / account holder | $3,096 | $6,645-53.4% | $5,333-41.9% | $10,133-69.4% |