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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 | $42,744 | $81,476-47.5% | $102,383-58.3% | $80,925-47.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.96% | 25.59%-12.6pp | 24.94%-12.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,888 | $3,105-39.2% | $3,870-51.2% | $2,756-31.5% |
| Participant deferral / active EE | $3,926 | $3,871+1.4% | $5,060-22.4% | $4,299-8.7% |
| Admin fee / account holder | $7,211 | $6,717+7.4% | $8,391-14.1% | $6,940+3.9% |