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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 | $56,916 | $87,544-35.0% | $75,784-24.9% | $125,388-54.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.53% | 13.49%-12.0pp | 9.68%-8.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,045 | $3,930-48.0% | $3,323-38.5% | $4,866-58.0% |
| Participant deferral / active EE | $5,584 | $4,229+32.0% | $3,652+52.9% | $5,352+4.3% |
| Admin fee / account holder | $1,135 | $6,502-82.5% | $5,300-78.6% | $9,541-88.1% |