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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 | $28,500 | $88,707-67.9% | $74,184-61.6% | $273,972-89.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,283 | $3,159+35.5% | $2,370+80.7% | $4,869-12.0% |
| Participant deferral / active EE | $9,431 | $4,212+123.9% | $3,550+165.7% | $5,287+78.4% |
| Admin fee / account holder | $323 | $8,717-96.3% | $5,586-94.2% | $10,133-96.8% |