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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 | $47,141 | $69,977-32.6% | $108,582-56.6% | $62,881-25.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.13% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,094 | $2,135-48.8% | $3,758-70.9% | $2,281-52.1% |
| Participant deferral / active EE | $2,475 | $3,165-21.8% | $4,311-42.6% | $3,203-22.7% |
| Admin fee / account holder | $1,944 | $5,076-61.7% | $7,645-74.6% | $4,296-54.8% |