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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 | $36,667 | $60,349-39.2% | $74,184-50.6% | $62,881-41.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.80% | 21.38%-14.6pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $906 | $1,680-46.1% | $2,370-61.8% | $2,281-60.3% |
| Participant deferral / active EE | $3,381 | $2,856+18.4% | $3,550-4.7% | $3,203+5.6% |
| Admin fee / account holder | $1,951 | $4,261-54.2% | $5,586-65.1% | $4,296-54.6% |