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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 | $52,914 | $105,623-49.9% | $87,502-39.5% | $273,972-80.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.27% | 12.26%-5.0pp | 12.21%-4.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,274 | $3,141+4.2% | $2,550+28.4% | $4,869-32.8% |
| Participant deferral / active EE | $17,500 | $3,601+386.0% | $3,149+455.8% | $5,287+231.0% |
| Admin fee / account holder | $2,179 | $4,781-54.4% | $4,221-48.4% | $10,133-78.5% |