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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 | $54,741 | $315,200-82.6% | $238,191-77.0% | $155,188-64.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 10.90% | 10.25%+0.6pp | 13.02%-2.1pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,790 | $6,383-72.0% | $5,082-64.8% | $4,248-57.9% |
| Participant deferral / active EE | $2,538 | $8,044-68.5% | $6,726-62.3% | $6,531-61.1% |
| Admin fee / account holder | $14,781 | $48,031-69.2% | $34,582-57.3% | $14,480+2.1% |