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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 | $55,011 | $103,949-47.1% | $69,182-20.5% | $273,972-79.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.77% | 35.28%-28.5pp | -21.93%+28.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,103 | $1,783-38.2% | $1,206-8.6% | $4,869-77.4% |
| Participant deferral / active EE | $3,662 | $2,716+34.8% | $1,897+93.1% | $5,287-30.7% |
| Admin fee / account holder | $423 | $3,671-88.5% | $2,697-84.3% | $10,133-95.8% |