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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 | $26,005 | $99,345-73.8% | $84,753-69.3% | $273,972-90.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.68% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,788 | $4,214-33.9% | $3,574-22.0% | $4,869-42.7% |
| Participant deferral / active EE | $4,748 | $4,270+11.2% | $3,712+27.9% | $5,287-10.2% |
| Admin fee / account holder | $633 | $6,645-90.5% | $5,333-88.1% | $10,133-93.8% |