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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 | $24,632 | $32,037-23.1% | $69,182-64.4% | $62,881-60.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 5.63% | 15.16%-9.5pp | -21.93%+27.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,111 | $679+63.5% | $1,206-7.9% | $2,281-51.3% |
| Participant deferral / active EE | $2,869 | $1,185+142.0% | $1,897+51.2% | $3,203-10.4% |
| Admin fee / account holder | $2,229 | $2,608-14.6% | $2,697-17.4% | $4,296-48.1% |