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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 | $50,946 | $71,215-28.5% | $93,696-45.6% | $80,935-37.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.69% | 11.27%+2.4pp | 133.74%-120.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,137 | $1,565+100.4% | $2,422+29.5% | $2,757+13.8% |
| Participant deferral / active EE | $8,458 | $4,037+109.5% | $4,417+91.5% | $4,299+96.7% |
| Admin fee / account holder | $1,017 | $6,958-85.4% | $8,287-87.7% | $6,924-85.3% |