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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 | $36,869 | $136,307-73.0% | $106,619-65.4% | $273,972-86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.22% | 11.05%-2.8pp | 9.42%-1.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,910 | $5,190-43.9% | $3,947-26.3% | $4,869-40.2% |
| Participant deferral / active EE | $3,917 | $4,969-21.2% | $3,930-0.3% | $5,287-25.9% |
| Admin fee / account holder | $399 | $8,625-95.4% | $6,418-93.8% | $10,133-96.1% |