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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 | $25,610 | $87,546-70.7% | $75,784-66.2% | $125,389-79.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.19% | 13.49%-12.3pp | 9.68%-8.5pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,156 | $3,930-45.1% | $3,323-35.1% | $4,866-55.7% |
| Participant deferral / active EE | $3,256 | $4,230-23.0% | $3,652-10.8% | $5,352-39.2% |
| Admin fee / account holder | $1,495 | $6,503-77.0% | $5,300-71.8% | $9,541-84.3% |