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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 | $22,945 | $52,379-56.2% | $46,225-50.4% | $273,972-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 6.04% | 7.23%-1.2pp | 7.57%-1.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,662 | $4,226+10.3% | $3,424+36.2% | $4,869-4.3% |
| Participant deferral / active EE | $8,685 | $4,660+86.4% | $3,776+130.0% | $5,287+64.3% |
| Admin fee / account holder | $821 | $4,652-82.3% | $3,519-76.7% | $10,133-91.9% |