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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 | $18,337 | $65,712-72.1% | $57,196-67.9% | $273,972-93.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.06% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,458 | $3,280+5.4% | $2,683+28.9% | $4,869-29.0% |
| Participant deferral / active EE | $3,525 | $3,782-6.8% | $3,096+13.8% | $5,287-33.3% |
| Admin fee / account holder | $7,158 | $4,838+48.0% | $3,141+127.9% | $10,133-29.4% |