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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 | $16,981 | $65,712-74.2% | $57,196-70.3% | $273,972-93.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.99% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,452 | $3,280-25.3% | $2,683-8.6% | $4,869-49.6% |
| Participant deferral / active EE | $2,844 | $3,782-24.8% | $3,096-8.1% | $5,287-46.2% |
| Admin fee / account holder | $310 | $4,838-93.6% | $3,141-90.1% | $10,133-96.9% |