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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 | $47,845 | $41,377+15.6% | $109,313-56.2% | $62,881-23.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.76% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $701 | $1,276-45.0% | $3,892-82.0% | $2,281-69.2% |
| Participant deferral / active EE | $1,013 | $2,045-50.5% | $3,166-68.0% | $3,203-68.4% |
| Admin fee / account holder | $7,190 | $2,884+149.3% | $5,666+26.9% | $4,296+67.4% |