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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 | $44,750 | $99,345-55.0% | $84,753-47.2% | $273,972-83.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.39% | 22.93%-11.5pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,932 | $4,214-6.7% | $3,574+10.0% | $4,869-19.2% |
| Participant deferral / active EE | $12,656 | $4,270+196.4% | $3,712+241.0% | $5,287+139.4% |
| Admin fee / account holder | $608 | $6,645-90.9% | $5,333-88.6% | $10,133-94.0% |