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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 | $22,523 | $99,345-77.3% | $84,753-73.4% | $273,972-91.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.57% | 22.93%-9.4pp | 22.78%-9.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,564 | $4,214-39.2% | $3,574-28.3% | $4,869-47.3% |
| Participant deferral / active EE | $5,676 | $4,270+32.9% | $3,712+52.9% | $5,287+7.4% |
| Admin fee / account holder | $4,518 | $6,645-32.0% | $5,333-15.3% | $10,133-55.4% |