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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 | $24,300 | $88,707-72.6% | $74,184-67.2% | $273,972-91.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.95% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $1,867 | $3,159-40.9% | $2,370-21.2% | $4,869-61.7% |
| Participant deferral / active EE | $8,813 | $4,212+109.2% | $3,550+148.3% | $5,287+66.7% |
| Admin fee / account holder | $1,451 | $8,717-83.3% | $5,586-74.0% | $10,133-85.7% |