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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 | $34,009 | $57,073-40.4% | $85,126-60.0% | $80,925-58.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.79% | 21.69%-8.9pp | 66.63%-53.8pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,233 | $1,801+24.0% | $2,731-18.2% | $2,756-19.0% |
| Participant deferral / active EE | $3,760 | $3,113+20.8% | $4,523-16.9% | $4,299-12.5% |
| Admin fee / account holder | $1,455 | $4,988-70.8% | $6,160-76.4% | $6,940-79.0% |