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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 | $31,768 | $43,344-26.7% | $59,899-47.0% | $64,173-50.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.39% | -1.55%+10.9pp | 3.46%+5.9pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,504 | $2,030-25.9% | $2,723-44.7% | $2,381-36.8% |
| Participant deferral / active EE | $2,188 | $2,547-14.1% | $3,402-35.7% | $3,470-36.9% |
| Admin fee / account holder | $428 | $3,008-85.8% | $3,592-88.1% | $4,887-91.2% |