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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 | $90,457 | $96,956-6.7% | $69,779+29.6% | $273,972-67.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.54% | 12.93%-10.4pp | 12.99%-10.4pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,900 | $3,316-42.7% | $2,338-18.7% | $4,869-61.0% |
| Participant deferral / active EE | $3,098 | $3,744-17.2% | $2,931+5.7% | $5,287-41.4% |
| Admin fee / account holder | $22,648 | $7,934+185.5% | $4,381+417.0% | $10,133+123.5% |