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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 | $20,244 | $96,558-79.0% | $80,977-75.0% | $273,972-92.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.49% | 15.14%-1.7pp | 17.11%-3.6pp | 41.46%-28.0pp |
| Employer contribution / active EE | $4,359 | $4,869-10.5% | $3,715+17.4% | $4,869-10.5% |
| Participant deferral / active EE | $6,718 | $6,598+1.8% | $5,696+17.9% | $5,287+27.1% |
| Admin fee / account holder | $1,188 | $7,493-84.1% | $5,517-78.5% | $10,133-88.3% |