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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 | $54,919 | $99,345-44.7% | $84,753-35.2% | $273,972-80.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,504 | $4,214-40.6% | $3,574-29.9% | $4,869-48.6% |
| Participant deferral / active EE | $4,538 | $4,270+6.3% | $3,712+22.3% | $5,287-14.2% |
| Admin fee / account holder | $924 | $6,645-86.1% | $5,333-82.7% | $10,133-90.9% |