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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 | $35,863 | $45,082-20.4% | $69,464-48.4% | $72,975-50.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.24% | 22.66%-16.4pp | 28.98%-22.7pp | 81.01%-74.8pp |
| Employer contribution / active EE | $1,493 | $2,055-27.4% | $2,779-46.3% | $2,440-38.8% |
| Participant deferral / active EE | $5,163 | $2,604+98.3% | $3,536+46.0% | $3,608+43.1% |
| Admin fee / account holder | $544 | $3,057-82.2% | $3,840-85.8% | $5,124-89.4% |