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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 | $42,359 | $93,346-54.6% | $71,796-41.0% | $273,972-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.03% | 130.39%-128.4pp | 78.04%-76.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $650 | $2,733-76.2% | $1,924-66.2% | $4,869-86.6% |
| Participant deferral / active EE | $1,606 | $3,475-53.8% | $2,794-42.5% | $5,287-69.6% |
| Admin fee / account holder | $5,044 | $6,571-23.2% | $4,815+4.8% | $10,133-50.2% |