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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 | $34,766 | $47,848-27.3% | $81,473-57.3% | $70,126-50.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.70% | 27.25%-10.5pp | 38.78%-22.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,480 | $2,453+41.9% | $3,537-1.6% | $3,332+4.5% |
| Admin fee / account holder | $1,749 | $3,145-44.4% | $4,561-61.7% | $4,645-62.4% |