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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 | $45,264 | $48,011-5.7% | $63,803-29.1% | $82,637-45.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.84% | 19.84%-7.0pp | 543.72%-530.9pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,383 | $1,904-27.3% | $2,532-45.4% | $2,552-45.8% |
| Participant deferral / active EE | $3,418 | $2,846+20.1% | $3,843-11.1% | $4,126-17.2% |
| Admin fee / account holder | $2,752 | $3,873-28.9% | $5,196-47.0% | $7,339-62.5% |