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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 | $23,888 | $99,345-76.0% | $84,753-71.8% | $273,972-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.68% | 22.93%-17.3pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,024 | $4,214+19.2% | $3,574+40.6% | $4,869+3.2% |
| Participant deferral / active EE | $3,227 | $4,270-24.4% | $3,712-13.1% | $5,287-39.0% |
| Admin fee / account holder | $1,683 | $6,645-74.7% | $5,333-68.4% | $10,133-83.4% |