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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 | $38,901 | $72,388-46.3% | $111,392-65.1% | $64,173-39.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 8.05% | -1.50%+9.6pp | -2.06%+10.1pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,658 | $3,000-44.7% | $4,328-61.7% | $2,381-30.4% |
| Participant deferral / active EE | $2,680 | $4,241-36.8% | $5,567-51.9% | $3,470-22.8% |
| Admin fee / account holder | $5,443 | $5,719-4.8% | $12,266-55.6% | $4,887+11.4% |