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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 | $15,910 | $65,712-75.8% | $57,196-72.2% | $273,972-94.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.23% | 22.01%-12.8pp | 14.59%-5.4pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,861 | $3,280-12.8% | $2,683+6.7% | $4,869-41.2% |
| Participant deferral / active EE | $3,585 | $3,782-5.2% | $3,096+15.8% | $5,287-32.2% |
| Admin fee / account holder | $1,043 | $4,838-78.4% | $3,141-66.8% | $10,133-89.7% |