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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 | $33,725 | $81,276-58.5% | $155,574-78.3% | $80,925-58.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.08% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $444 | $3,103-85.7% | $4,676-90.5% | $2,756-83.9% |
| Participant deferral / active EE | $2,578 | $3,453-25.3% | $5,629-54.2% | $4,299-40.0% |
| Admin fee / account holder | $2,360 | $7,993-70.5% | $15,914-85.2% | $6,940-66.0% |