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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 | $25,439 | $93,064-72.7% | $74,577-65.9% | $273,972-90.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.53% | 26.18%-20.6pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,893 | $3,160-40.1% | $2,525-25.0% | $4,869-61.1% |
| Participant deferral / active EE | $6,900 | $4,160+65.8% | $3,458+99.5% | $5,287+30.5% |
| Admin fee / account holder | $4,095 | $5,273-22.3% | $4,138-1.0% | $10,133-59.6% |