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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 | $32,374 | $48,078-32.7% | $78,676-58.9% | $62,881-48.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.80% | 31.36%-23.6pp | 62.19%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $776 | $2,015-61.5% | $2,850-72.8% | $2,281-66.0% |
| Participant deferral / active EE | $2,325 | $2,587-10.2% | $3,517-33.9% | $3,203-27.4% |
| Admin fee / account holder | $3,205 | $3,2060% | $4,510-28.9% | $4,296-25.4% |