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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 | $18,418 | $93,071-80.2% | $74,583-75.3% | $273,968-93.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.62% | 26.18%-20.6pp | 20.47%-14.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,251 | $3,160-28.8% | $2,525-10.9% | $4,869-53.8% |
| Participant deferral / active EE | $4,307 | $4,160+3.5% | $3,458+24.6% | $5,287-18.5% |
| Admin fee / account holder | $4,832 | $5,272-8.4% | $4,138+16.8% | $10,132-52.3% |