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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 | $50,286 | $88,707-43.3% | $74,184-32.2% | $273,972-81.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.39% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,045 | $3,159-35.3% | $2,370-13.7% | $4,869-58.0% |
| Participant deferral / active EE | $2,212 | $4,212-47.5% | $3,550-37.7% | $5,287-58.2% |
| Admin fee / account holder | $6,085 | $8,717-30.2% | $5,586+8.9% | $10,133-39.9% |