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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 | $33,263 | $49,896-33.3% | $80,627-58.7% | $75,173-55.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.05% | 34.67%-19.6pp | 936.76%-921.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $839 | $1,699-50.6% | $2,723-69.2% | $2,671-68.6% |
| Participant deferral / active EE | $3,000 | $2,992+0.3% | $4,443-32.5% | $4,126-27.3% |
| Admin fee / account holder | $5,009 | $3,578+40.0% | $5,381-6.9% | $5,651-11.3% |