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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 | $48,843 | $88,707-44.9% | $74,184-34.2% | $273,972-82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.60% | 11.94%-1.3pp | 17.74%-7.1pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,108 | $3,159-1.6% | $2,370+31.1% | $4,869-36.2% |
| Participant deferral / active EE | $10,913 | $4,212+159.1% | $3,550+207.4% | $5,287+106.4% |
| Admin fee / account holder | $591 | $8,717-93.2% | $5,586-89.4% | $10,133-94.2% |