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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 | $54,366 | $57,073-4.7% | $85,126-36.1% | $80,925-32.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.01% | 21.69%-9.7pp | 66.63%-54.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $952 | $1,801-47.1% | $2,731-65.1% | $2,756-65.5% |
| Participant deferral / active EE | $3,159 | $3,113+1.5% | $4,523-30.2% | $4,299-26.5% |
| Admin fee / account holder | $9,205 | $4,988+84.6% | $6,160+49.4% | $6,940+32.6% |