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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 | $27,764 | $65,712-57.7% | $57,196-51.5% | $273,972-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.71% | 22.01%-13.3pp | 14.59%-5.9pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,812 | $3,280-14.3% | $2,683+4.8% | $4,869-42.2% |
| Participant deferral / active EE | $3,282 | $3,782-13.2% | $3,096+6.0% | $5,287-37.9% |
| Admin fee / account holder | $420 | $4,838-91.3% | $3,141-86.6% | $10,133-95.9% |