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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 | $23,925 | $88,707-73.0% | $74,184-67.7% | $273,972-91.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $11,752 | $3,159+272.0% | $2,370+395.8% | $4,869+141.4% |
| Participant deferral / active EE | $6,682 | $4,212+58.6% | $3,550+88.2% | $5,287+26.4% |
| Admin fee / account holder | $1,465 | $8,717-83.2% | $5,586-73.8% | $10,133-85.5% |