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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 | $140,521 | $88,707+58.4% | $74,184+89.4% | $273,972-48.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.33% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,041 | $3,159-67.0% | $2,370-56.1% | $4,869-78.6% |
| Participant deferral / active EE | $6,844 | $4,212+62.5% | $3,550+92.8% | $5,287+29.5% |
| Admin fee / account holder | $380 | $8,717-95.6% | $5,586-93.2% | $10,133-96.3% |