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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 | $32,045 | $48,364-33.7% | $71,796-55.4% | $62,881-49.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.00% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,554 | $1,042+49.2% | $1,924-19.2% | $2,281-31.9% |
| Participant deferral / active EE | $3,513 | $2,091+68.0% | $2,794+25.7% | $3,203+9.7% |
| Admin fee / account holder | $1,503 | $3,771-60.1% | $4,815-68.8% | $4,296-65.0% |