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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 | $42,197 | $96,956-56.5% | $69,779-39.5% | $273,972-84.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 10.09% | 12.93%-2.8pp | 12.99%-2.9pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,864 | $3,316+16.5% | $2,338+65.2% | $4,869-20.6% |
| Participant deferral / active EE | $2,743 | $3,744-26.7% | $2,931-6.4% | $5,287-48.1% |
| Admin fee / account holder | $2,417 | $7,934-69.5% | $4,381-44.8% | $10,133-76.1% |