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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 | $31,578 | $48,078-34.3% | $78,676-59.9% | $62,881-49.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.36% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $821 | $2,015-59.3% | $2,850-71.2% | $2,281-64.0% |
| Participant deferral / active EE | $1,916 | $2,587-25.9% | $3,517-45.5% | $3,203-40.2% |
| Admin fee / account holder | $9,036 | $3,206+181.9% | $4,510+100.4% | $4,296+110.3% |