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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 | $45,096 | $100,784-55.3% | $191,597-76.5% | $82,637-45.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 76.9%+23.1pp | 68.1%+31.9pp |
| Annual return | 12.86% | 18.13%-5.3pp | 27.07%-14.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,588 | $3,102-16.6% | $5,025-48.5% | $2,552+1.4% |
| Participant deferral / active EE | $2,867 | $4,937-41.9% | $6,850-58.1% | $4,126-30.5% |
| Admin fee / account holder | $1,200 | $10,062-88.1% | $22,799-94.7% | $7,339-83.6% |