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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 | $56,567 | $65,712-13.9% | $57,196-1.1% | $273,972-79.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.81% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,459 | $3,280-55.5% | $2,683-45.6% | $4,869-70.0% |
| Participant deferral / active EE | $5,420 | $3,782+43.3% | $3,096+75.1% | $5,287+2.5% |
| Admin fee / account holder | $454 | $4,838-90.6% | $3,141-85.5% | $10,133-95.5% |