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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 | $46,724 | $88,707-47.3% | $74,184-37.0% | $273,972-82.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.59% | 11.94%-8.3pp | 17.74%-14.1pp | 41.46%-37.9pp |
| Employer contribution / active EE | $3,085 | $3,159-2.4% | $2,370+30.2% | $4,869-36.6% |
| Participant deferral / active EE | $3,217 | $4,212-23.6% | $3,550-9.4% | $5,287-39.2% |
| Admin fee / account holder | $1,216 | $8,717-86.0% | $5,586-78.2% | $10,133-88.0% |