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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 | $24,042 | $97,881-75.4% | $80,004-69.9% | $125,389-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.00% | 9.36%-8.4pp | 7.63%-6.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,854 | $3,128-40.7% | $2,473-25.0% | $4,866-61.9% |
| Participant deferral / active EE | $4,155 | $3,744+11.0% | $3,204+29.7% | $5,352-22.4% |
| Admin fee / account holder | $783 | $6,278-87.5% | $5,033-84.4% | $9,541-91.8% |