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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 | $20,443 | $99,345-79.4% | $84,753-75.9% | $273,972-92.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.21% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,263 | $4,214-70.0% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $2,335 | $4,270-45.3% | $3,712-37.1% | $5,287-55.8% |
| Admin fee / account holder | $2,247 | $6,645-66.2% | $5,333-57.9% | $10,133-77.8% |