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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 | $32,662 | $60,349-45.9% | $74,184-56.0% | $62,881-48.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.83% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,091 | $1,680-35.1% | $2,370-54.0% | $2,281-52.2% |
| Participant deferral / active EE | $1,419 | $2,856-50.3% | $3,550-60.0% | $3,203-55.7% |
| Admin fee / account holder | $22,214 | $4,261+421.4% | $5,586+297.7% | $4,296+417.1% |