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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 | $46,917 | $38,969+20.4% | $109,313-57.1% | $55,167-15.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 6.51% | 8.26%-1.7pp | 22.07%-15.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,205 | $1,227+79.7% | $3,892-43.4% | $1,963+12.3% |
| Participant deferral / active EE | $1,747 | $2,176-19.7% | $3,166-44.8% | $3,054-42.8% |
| Admin fee / account holder | $1,296 | $501+158.6% | $5,666-77.1% | $504+157.1% |