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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 | $45,525 | $96,558-52.9% | $80,977-43.8% | $273,972-83.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.42% | 15.14%-11.7pp | 17.11%-13.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,017 | $4,869-79.1% | $3,715-72.6% | $4,869-79.1% |
| Participant deferral / active EE | $2,034 | $6,598-69.2% | $5,696-64.3% | $5,287-61.5% |
| Admin fee / account holder | $1,695 | $7,493-77.4% | $5,517-69.3% | $10,133-83.3% |