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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 | $29,870 | $45,041-33.7% | $63,003-52.6% | $70,131-57.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.07% | 18.76%-6.7pp | 87.59%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,637 | $2,052-20.2% | $2,760-40.7% | $2,342-30.1% |
| Participant deferral / active EE | $2,330 | $2,465-5.5% | $3,329-30.0% | $3,332-30.1% |
| Admin fee / account holder | $9,454 | $2,836+233.4% | $3,600+162.6% | $4,645+103.5% |