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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 | $38,181 | $105,623-63.9% | $87,502-56.4% | $273,972-86.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.17% | 12.26%-7.1pp | 12.21%-7.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,401 | $3,141-55.4% | $2,550-45.0% | $4,869-71.2% |
| Participant deferral / active EE | $7,063 | $3,601+96.1% | $3,149+124.3% | $5,287+33.6% |
| Admin fee / account holder | $26,768 | $4,781+459.9% | $4,221+534.2% | $10,133+164.2% |