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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 | $33,347 | $50,947-34.5% | $74,551-55.3% | $64,173-48.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 9.34% | -1.85%+11.2pp | 32.53%-23.2pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,333 | $1,115+19.5% | $1,961-32.0% | $2,381-44.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,994 | $4,221-52.8% | $5,059-60.6% | $4,887-59.2% |