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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 | $45,099 | $96,956-53.5% | $69,779-35.4% | $273,972-83.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.77% | 12.93%-6.2pp | 12.99%-6.2pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,075 | $3,316-7.3% | $2,338+31.5% | $4,869-36.8% |
| Participant deferral / active EE | $18,475 | $3,744+393.5% | $2,931+530.4% | $5,287+249.4% |
| Admin fee / account holder | $957 | $7,934-87.9% | $4,381-78.1% | $10,133-90.6% |