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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 | $26,644 | $43,338-38.5% | $59,887-55.5% | $64,173-58.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.78% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,897 | $2,030+42.7% | $2,722+6.4% | $2,381+21.7% |
| Participant deferral / active EE | $2,052 | $2,547-19.5% | $3,402-39.7% | $3,470-40.9% |
| Admin fee / account holder | $4,083 | $3,007+35.8% | $3,591+13.7% | $4,887-16.5% |