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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 | $34,880 | $88,707-60.7% | $74,184-53.0% | $273,972-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.87% | 11.94%-1.1pp | 17.74%-6.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $1,321 | $3,159-58.2% | $2,370-44.3% | $4,869-72.9% |
| Participant deferral / active EE | $3,893 | $4,212-7.6% | $3,550+9.7% | $5,287-26.4% |
| Admin fee / account holder | $2,691 | $8,717-69.1% | $5,586-51.8% | $10,133-73.4% |