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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 | $28,539 | $132,310-78.4% | $105,754-73.0% | $273,972-89.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.21% | 10.08%-4.9pp | 12.25%-7.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,797 | $4,867-63.1% | $4,079-55.9% | $4,869-63.1% |
| Participant deferral / active EE | $8,840 | $6,233+41.8% | $5,326+66.0% | $5,287+67.2% |
| Admin fee / account holder | $8,461 | $12,036-29.7% | $8,309+1.8% | $10,133-16.5% |