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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 | $23,460 | $96,562-75.7% | $80,976-71.0% | $273,968-91.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.85% | 15.14%-10.3pp | 17.10%-12.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $6,919 | $4,868+42.1% | $3,714+86.3% | $4,869+42.1% |
| Participant deferral / active EE | $4,569 | $6,597-30.7% | $5,696-19.8% | $5,287-13.6% |
| Admin fee / account holder | $1,525 | $7,493-79.7% | $5,516-72.4% | $10,132-85.0% |