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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 | $32,264 | $83,908-61.5% | $68,509-52.9% | $125,388-74.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.60% | 14.48%-13.9pp | 8.27%-7.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,623 | $3,031-46.4% | $2,278-28.7% | $4,866-66.6% |
| Participant deferral / active EE | $1,830 | $4,125-55.6% | $3,382-45.9% | $5,352-65.8% |
| Admin fee / account holder | $1,497 | $8,982-83.3% | $5,275-71.6% | $9,541-84.3% |