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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 | $68,402 | $99,345-31.1% | $84,753-19.3% | $273,972-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.48% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,509 | $4,214-64.2% | $3,574-57.8% | $4,869-69.0% |
| Participant deferral / active EE | $3,797 | $4,270-11.1% | $3,712+2.3% | $5,287-28.2% |
| Admin fee / account holder | $13,096 | $6,645+97.1% | $5,333+145.6% | $10,133+29.2% |