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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 | $55,531 | $103,949-46.6% | $69,182-19.7% | $273,972-79.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.03% | 35.28%-27.3pp | -21.93%+30.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,328 | $1,783-25.5% | $1,206+10.1% | $4,869-72.7% |
| Participant deferral / active EE | $5,002 | $2,716+84.2% | $1,897+163.7% | $5,287-5.4% |
| Admin fee / account holder | $655 | $3,671-82.1% | $2,697-75.7% | $10,133-93.5% |