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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 | $52,187 | $86,701-39.8% | $73,309-28.8% | $125,389-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.15% | 2.78%-1.6pp | 5.67%-4.5pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,452 | $4,152-41.0% | $3,237-24.3% | $4,866-49.6% |
| Participant deferral / active EE | $7,225 | $5,549+30.2% | $4,991+44.8% | $5,352+35.0% |
| Admin fee / account holder | $1,560 | $7,768-79.9% | $5,635-72.3% | $9,541-83.6% |