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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 | $31,324 | $52,678-40.5% | $75,784-58.7% | $59,633-47.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 9.95% | 2.95%+7.0pp | 9.68%+0.3pp | 2041.45%-2031.5pp |
| Employer contribution / active EE | $2,859 | $2,193+30.3% | $3,323-14.0% | $2,203+29.8% |
| Participant deferral / active EE | $1,473 | $2,591-43.1% | $3,652-59.7% | $3,192-53.8% |
| Admin fee / account holder | $2,613 | $3,610-27.6% | $5,300-50.7% | $4,297-39.2% |