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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 | $34,328 | $78,707-56.4% | $117,861-70.9% | $70,126-51.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.44% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,073 | $2,223-51.8% | $3,786-71.7% | $2,343-54.2% |
| Participant deferral / active EE | $2,615 | $3,297-20.7% | $4,482-41.7% | $3,332-21.5% |
| Admin fee / account holder | $8,228 | $5,066+62.4% | $8,021+2.6% | $4,645+77.1% |