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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 | $20,388 | $43,423-53.0% | $78,676-74.1% | $55,167-63.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.82% | 11.53%-5.7pp | 62.19%-56.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,388 | $1,997-30.5% | $2,850-51.3% | $1,963-29.3% |
| Participant deferral / active EE | $1,862 | $2,509-25.8% | $3,517-47.0% | $3,054-39.0% |
| Admin fee / account holder | $1,495 | $416+259.2% | $4,510-66.9% | $504+196.6% |