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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 | $44,776 | $88,707-49.5% | $74,184-39.6% | $273,972-83.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,374 | $3,159-56.5% | $2,370-42.0% | $4,869-71.8% |
| Participant deferral / active EE | $3,953 | $4,212-6.1% | $3,550+11.4% | $5,287-25.2% |
| Admin fee / account holder | $1,592 | $8,717-81.7% | $5,586-71.5% | $10,133-84.3% |