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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 | $31,241 | $39,132-20.2% | $57,196-45.4% | $62,881-50.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.71% | 9.24%-7.5pp | 14.59%-12.9pp | 20.14%-18.4pp |
| Employer contribution / active EE | $671 | $1,874-64.2% | $2,683-75.0% | $2,281-70.6% |
| Participant deferral / active EE | $2,321 | $2,374-2.2% | $3,096-25.0% | $3,203-27.5% |
| Admin fee / account holder | $4,629 | $2,594+78.5% | $3,141+47.4% | $4,296+7.8% |