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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 | $25,055 | $99,345-74.8% | $84,753-70.4% | $273,972-90.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.43% | 22.93%-6.5pp | 22.78%-6.4pp | 41.46%-25.0pp |
| Employer contribution / active EE | $5,838 | $4,214+38.5% | $3,574+63.3% | $4,869+19.9% |
| Participant deferral / active EE | $4,115 | $4,270-3.6% | $3,712+10.9% | $5,287-22.2% |
| Admin fee / account holder | $3,886 | $6,645-41.5% | $5,333-27.1% | $10,133-61.6% |