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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 | $45,728 | $99,345-54.0% | $84,753-46.0% | $273,972-83.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $9,810 | $4,214+132.8% | $3,574+174.5% | $4,869+101.5% |
| Participant deferral / active EE | $5,103 | $4,270+19.5% | $3,712+37.5% | $5,287-3.5% |
| Admin fee / account holder | $2,851 | $6,645-57.1% | $5,333-46.5% | $10,133-71.9% |