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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 | $37,361 | $48,078-22.3% | $78,676-52.5% | $62,881-40.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.73% | 31.36%-26.6pp | 62.19%-57.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,583 | $2,015-21.4% | $2,850-44.5% | $2,281-30.6% |
| Participant deferral / active EE | $1,911 | $2,587-26.1% | $3,517-45.7% | $3,203-40.3% |
| Admin fee / account holder | $8,007 | $3,206+149.8% | $4,510+77.5% | $4,296+86.4% |