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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 | $22,527 | $93,064-75.8% | $74,577-69.8% | $273,972-91.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.48% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,223 | $3,160+2.0% | $2,525+27.6% | $4,869-33.8% |
| Participant deferral / active EE | $3,996 | $4,160-4.0% | $3,458+15.5% | $5,287-24.4% |
| Admin fee / account holder | $2,424 | $5,273-54.0% | $4,138-41.4% | $10,133-76.1% |