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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 | $45,296 | $45,087+0.5% | $69,483-34.8% | $72,976-37.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.68% | 22.67%-17.0pp | 28.99%-23.3pp | 81.02%-75.3pp |
| Employer contribution / active EE | $1,499 | $2,055-27.1% | $2,780-46.1% | $2,440-38.6% |
| Participant deferral / active EE | $2,159 | $2,603-17.1% | $3,537-39.0% | $3,608-40.2% |
| Admin fee / account holder | $7,707 | $3,057+152.1% | $3,841+100.7% | $5,124+50.4% |