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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 | $27,821 | $105,623-73.7% | $87,502-68.2% | $273,972-89.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.01% | 12.26%-7.2pp | 12.21%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $565 | $3,141-82.0% | $2,550-77.8% | $4,869-88.4% |
| Participant deferral / active EE | $2,303 | $3,601-36.0% | $3,149-26.9% | $5,287-56.4% |
| Admin fee / account holder | $4,045 | $4,781-15.4% | $4,221-4.2% | $10,133-60.1% |