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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 | $47,974 | $94,439-49.2% | $73,658-34.9% | $154,746-69.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.95% | 28.25%-11.3pp | 29.72%-12.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,647 | $1,257+190.1% | $1,032+253.3% | $4,379-16.7% |
| Participant deferral / active EE | $12,593 | $2,527+398.3% | $2,062+510.7% | $6,730+87.1% |
| Admin fee / account holder | $471 | $3,843-87.7% | $3,357-86.0% | $14,365-96.7% |