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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 | $45,641 | $96,956-52.9% | $69,779-34.6% | $273,972-83.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.69% | 12.93%-6.2pp | 12.99%-6.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $955 | $3,316-71.2% | $2,338-59.2% | $4,869-80.4% |
| Participant deferral / active EE | $2,570 | $3,744-31.4% | $2,931-12.3% | $5,287-51.4% |
| Admin fee / account holder | $8,340 | $7,934+5.1% | $4,381+90.4% | $10,133-17.7% |