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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 | $53,897 | $71,230-24.3% | $93,727-42.5% | $80,959-33.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.80% | 11.26%+1.5pp | 133.83%-121.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,111 | $1,565-29.0% | $2,421-54.1% | $2,757-59.7% |
| Participant deferral / active EE | $4,085 | $4,037+1.2% | $4,417-7.5% | $4,300-5.0% |
| Admin fee / account holder | $642 | $6,961-90.8% | $8,292-92.3% | $6,925-90.7% |