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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 | $57,140-4.9% | $85,240-36.2% | $80,959-32.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.01% | 21.71%-9.7pp | 66.75%-54.7pp | 35.67%-23.7pp |
| Employer contribution / active EE | $952 | $1,802-47.2% | $2,735-65.2% | $2,757-65.5% |
| Participant deferral / active EE | $3,159 | $3,115+1.4% | $4,527-30.2% | $4,300-26.5% |
| Admin fee / account holder | $9,205 | $4,992+84.4% | $6,165+49.3% | $6,925+32.9% |