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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 | $27,311 | $65,703-58.4% | $94,228-71.0% | $59,633-54.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 2.62% | 5.22%-2.6pp | 10.68%-8.1pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $1,493 | $2,021-26.1% | $3,587-58.4% | $2,203-32.2% |
| Participant deferral / active EE | $2,895 | $3,143-7.9% | $4,320-33.0% | $3,192-9.3% |
| Admin fee / account holder | $4,515 | $4,264+5.9% | $6,269-28.0% | $4,297+5.1% |