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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 | $25,061 | $65,685-61.8% | $57,181-56.2% | $273,968-90.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.88% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,293 | $3,279+0.5% | $2,682+22.8% | $4,869-32.4% |
| Participant deferral / active EE | $762 | $3,781-79.9% | $3,096-75.4% | $5,287-85.6% |
| Admin fee / account holder | $4,002 | $4,835-17.2% | $3,139+27.5% | $10,132-60.5% |