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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 | $55,150 | $97,027-43.2% | $83,323-33.8% | $135,382-59.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.74% | 12.31%-4.6pp | 10.63%-2.9pp | 519.77%-512.0pp |
| Employer contribution / active EE | $1,865 | $4,143-55.0% | $3,379-44.8% | $4,779-61.0% |
| Participant deferral / active EE | $2,558 | $5,964-57.1% | $5,565-54.0% | $5,609-54.4% |
| Admin fee / account holder | $1,147 | $8,427-86.4% | $7,539-84.8% | $10,829-89.4% |