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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 | $50,782 | $72,177-29.6% | $115,037-55.9% | $59,633-14.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.51% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $2,078 | $2,841-26.9% | $4,608-54.9% | $2,203-5.6% |
| Participant deferral / active EE | $3,772 | $4,783-21.1% | $6,026-37.4% | $3,192+18.2% |
| Admin fee / account holder | $5,372 | $4,927+9.0% | $8,175-34.3% | $4,297+25.0% |