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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 | $24,538 | $32,037-23.4% | $69,182-64.5% | $62,881-61.0% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 5.59% | 15.16%-9.6pp | -21.93%+27.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,592 | $679+134.4% | $1,206+32.0% | $2,281-30.2% |
| Participant deferral / active EE | $3,635 | $1,185+206.6% | $1,897+91.6% | $3,203+13.5% |
| Admin fee / account holder | $2,788 | $2,608+6.9% | $2,697+3.4% | $4,296-35.1% |