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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 | $41,154 | $99,345-58.6% | $84,753-51.4% | $273,972-85.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.50% | 22.93%-20.4pp | 22.78%-20.3pp | 41.46%-39.0pp |
| Employer contribution / active EE | $2,718 | $4,214-35.5% | $3,574-24.0% | $4,869-44.2% |
| Participant deferral / active EE | $1,749 | $4,270-59.0% | $3,712-52.9% | $5,287-66.9% |
| Admin fee / account holder | $621 | $6,645-90.6% | $5,333-88.3% | $10,133-93.9% |