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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 | $45,079+0.5% | $69,461-34.8% | $72,983-37.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.68% | 22.65%-17.0pp | 28.97%-23.3pp | 81.01%-75.3pp |
| Employer contribution / active EE | $1,499 | $2,055-27.0% | $2,779-46.1% | $2,440-38.6% |
| Participant deferral / active EE | $2,159 | $2,603-17.1% | $3,536-38.9% | $3,608-40.2% |
| Admin fee / account holder | $7,707 | $3,056+152.2% | $3,840+100.7% | $5,124+50.4% |