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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 | $35,584 | $49,249-27.7% | $70,476-49.5% | $79,852-55.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.49% | 30.09%-22.6pp | 109.12%-101.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $638 | $2,100-69.6% | $2,738-76.7% | $2,471-74.2% |
| Participant deferral / active EE | $1,780 | $2,769-35.7% | $3,710-52.0% | $3,740-52.4% |
| Admin fee / account holder | $2,534 | $2,878-11.9% | $3,847-34.1% | $5,306-52.2% |