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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 | $22,981 | $77,638-70.4% | $156,551-85.3% | $62,881-63.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.84% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $425 | $3,444-87.7% | $5,501-92.3% | $2,281-81.4% |
| Participant deferral / active EE | $1,141 | $3,046-62.5% | $4,871-76.6% | $3,203-64.4% |
| Admin fee / account holder | $5,996 | $5,561+7.8% | $13,028-54.0% | $4,296+39.6% |