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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 | $11,916 | $65,712-81.9% | $57,196-79.2% | $273,972-95.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.54% | 22.01%-15.5pp | 14.59%-8.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,869 | $3,280-43.0% | $2,683-30.3% | $4,869-61.6% |
| Participant deferral / active EE | $3,548 | $3,782-6.2% | $3,096+14.6% | $5,287-32.9% |
| Admin fee / account holder | $655 | $4,838-86.5% | $3,141-79.2% | $10,133-93.5% |