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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 | $49,194 | $32,037+53.6% | $69,182-28.9% | $62,881-21.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 8.61% | 15.16%-6.6pp | -21.93%+30.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,535 | $679+862.2% | $1,206+441.8% | $2,281+186.5% |
| Participant deferral / active EE | $3,330 | $1,185+180.9% | $1,897+75.5% | $3,203+4.0% |
| Admin fee / account holder | $495 | $2,608-81.0% | $2,697-81.7% | $4,296-88.5% |