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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 | $31,970 | $73,787-56.7% | $98,716-67.6% | $82,448-61.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.07% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $559 | $1,511-63.0% | $2,279-75.5% | $2,551-78.1% |
| Participant deferral / active EE | $4,072 | $3,081+32.2% | $4,048+0.6% | $4,139-1.6% |
| Admin fee / account holder | $420 | $6,500-93.5% | $8,703-95.2% | $7,234-94.2% |