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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 | $33,494 | $65,712-49.0% | $57,196-41.4% | $273,972-87.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.84% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,575 | $3,782-58.4% | $3,096-49.1% | $5,287-70.2% |
| Admin fee / account holder | $19,684 | $4,838+306.9% | $3,141+526.8% | $10,133+94.3% |