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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 | $31,137 | $69,977-55.5% | $108,582-71.3% | $62,881-50.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.28% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $939 | $2,135-56.0% | $3,758-75.0% | $2,281-58.9% |
| Participant deferral / active EE | $2,766 | $3,165-12.6% | $4,311-35.8% | $3,203-13.7% |
| Admin fee / account holder | $5,300 | $5,076+4.4% | $7,645-30.7% | $4,296+23.4% |