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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 | $71,057-24.2% | $93,654-42.5% | $80,874-33.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.80% | 11.26%+1.5pp | 133.34%-120.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,111 | $1,564-29.0% | $2,421-54.1% | $2,756-59.7% |
| Participant deferral / active EE | $4,085 | $4,034+1.3% | $4,413-7.4% | $4,297-4.9% |
| Admin fee / account holder | $642 | $6,944-90.7% | $8,282-92.2% | $6,935-90.7% |