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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 | $45,228 | $88,707-49.0% | $74,184-39.0% | $273,972-83.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.39% | 11.94%-8.6pp | 17.74%-14.3pp | 41.46%-38.1pp |
| Employer contribution / active EE | $607 | $3,159-80.8% | $2,370-74.4% | $4,869-87.5% |
| Participant deferral / active EE | $1,785 | $4,212-57.6% | $3,550-49.7% | $5,287-66.2% |
| Admin fee / account holder | $8,574 | $8,717-1.6% | $5,586+53.5% | $10,133-15.4% |