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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 | $62,982 | $105,623-40.4% | $87,502-28.0% | $273,972-77.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 12.08% | 12.26%-0.2pp | 12.21%-0.1pp | 41.46%-29.4pp |
| Employer contribution / active EE | $2,338 | $3,141-25.6% | $2,550-8.3% | $4,869-52.0% |
| Participant deferral / active EE | $10,169 | $3,601+182.4% | $3,149+223.0% | $5,287+92.3% |
| Admin fee / account holder | $442 | $4,781-90.8% | $4,221-89.5% | $10,133-95.6% |