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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 | $32,758 | $65,712-50.1% | $57,196-42.7% | $273,972-88.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.14% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,198 | $3,280-63.5% | $2,683-55.3% | $4,869-75.4% |
| Participant deferral / active EE | $1,714 | $3,782-54.7% | $3,096-44.7% | $5,287-67.6% |
| Admin fee / account holder | $7,141 | $4,838+47.6% | $3,141+127.4% | $10,133-29.5% |