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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 | $33,283 | $88,707-62.5% | $74,184-55.1% | $273,972-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.42% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $33,543 | $3,159+961.7% | $2,370+1315.3% | $4,869+589.0% |
| Participant deferral / active EE | $1,265 | $4,212-70.0% | $3,550-64.4% | $5,287-76.1% |
| Admin fee / account holder | $43,539 | $8,717+399.5% | $5,586+679.5% | $10,133+329.7% |