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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 | $33,179 | $46,534-28.7% | $64,097-48.2% | $75,177-55.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.84% | 26.07%-14.2pp | 33.75%-21.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $3,124 | $1,976+58.1% | $2,750+13.6% | $2,671+17.0% |
| Participant deferral / active EE | $1,722 | $2,835-39.2% | $3,881-55.6% | $4,126-58.3% |
| Admin fee / account holder | $758 | $2,957-74.4% | $3,070-75.3% | $5,651-86.6% |