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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 | $25,354 | $99,345-74.5% | $84,753-70.1% | $273,972-90.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.60% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $9,294 | $4,214+120.6% | $3,574+160.0% | $4,869+90.9% |
| Participant deferral / active EE | $1,310 | $4,270-69.3% | $3,712-64.7% | $5,287-75.2% |
| Admin fee / account holder | $1,098 | $6,645-83.5% | $5,333-79.4% | $10,133-89.2% |