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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 | $48,089 | $39,132+22.9% | $57,196-15.9% | $62,881-23.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.37% | 9.24%-4.9pp | 14.59%-10.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,156 | $1,874-38.3% | $2,683-56.9% | $2,281-49.3% |
| Participant deferral / active EE | $781 | $2,374-67.1% | $3,096-74.8% | $3,203-75.6% |
| Admin fee / account holder | $8,749 | $2,594+237.3% | $3,141+178.6% | $4,296+103.7% |