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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 | $28,639 | $96,956-70.5% | $69,779-59.0% | $273,972-89.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.60% | 12.93%-8.3pp | 12.99%-8.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,699 | $3,316-18.6% | $2,338+15.4% | $4,869-44.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,866 | $7,934-51.3% | $4,381-11.8% | $10,133-61.8% |