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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 | $15,106 | $93,064-83.8% | $74,577-79.7% | $273,972-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.95% | 26.18%-20.2pp | 20.47%-14.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,854 | $3,160-41.3% | $2,525-26.6% | $4,869-61.9% |
| Participant deferral / active EE | $4,138 | $4,160-0.5% | $3,458+19.7% | $5,287-21.7% |
| Admin fee / account holder | $305 | $5,273-94.2% | $4,138-92.6% | $10,133-97.0% |