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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 | $44,907 | $105,623-57.5% | $87,502-48.7% | $273,972-83.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.97% | 12.26%-8.3pp | 12.21%-8.2pp | 41.46%-37.5pp |
| Employer contribution / active EE | $876 | $3,141-72.1% | $2,550-65.6% | $4,869-82.0% |
| Participant deferral / active EE | $2,764 | $3,601-23.2% | $3,149-12.2% | $5,287-47.7% |
| Admin fee / account holder | $305 | $4,781-93.6% | $4,221-92.8% | $10,133-97.0% |