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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 | $18,827 | $99,345-81.0% | $84,753-77.8% | $273,972-93.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.80% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,418 | $4,214+28.6% | $3,574+51.6% | $4,869+11.3% |
| Participant deferral / active EE | $7,776 | $4,270+82.1% | $3,712+109.5% | $5,287+47.1% |
| Admin fee / account holder | $4,379 | $6,645-34.1% | $5,333-17.9% | $10,133-56.8% |