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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 | $34,306 | $69,977-51.0% | $108,582-68.4% | $62,881-45.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.36% | 10.73%-5.4pp | -51.70%+57.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,882 | $2,135-11.8% | $3,758-49.9% | $2,281-17.5% |
| Participant deferral / active EE | $2,654 | $3,165-16.1% | $4,311-38.4% | $3,203-17.1% |
| Admin fee / account holder | $768 | $5,076-84.9% | $7,645-89.9% | $4,296-82.1% |