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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 | $31,071 | $69,518-55.3% | $59,887-48.1% | $135,379-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.28% | 7.95%+1.3pp | 3.46%+5.8pp | 519.79%-510.5pp |
| Employer contribution / active EE | $1,274 | $3,235-60.6% | $2,722-53.2% | $4,779-73.3% |
| Participant deferral / active EE | $1,481 | $4,204-64.8% | $3,402-56.5% | $5,609-73.6% |
| Admin fee / account holder | $5,975 | $5,734+4.2% | $3,591+66.4% | $10,828-44.8% |