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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 | $38,862 | $86,701-55.2% | $73,309-47.0% | $125,388-69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.07% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,679 | $4,152-35.5% | $3,237-17.3% | $4,866-45.0% |
| Participant deferral / active EE | $2,955 | $5,549-46.7% | $4,991-40.8% | $5,352-44.8% |
| Admin fee / account holder | $5,568 | $7,768-28.3% | $5,635-1.2% | $9,541-41.6% |