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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 | $33,930 | $86,701-60.9% | $73,309-53.7% | $125,389-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.73% | 2.78%-1.1pp | 5.67%-3.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,491 | $4,152-40.0% | $3,237-23.0% | $4,866-48.8% |
| Participant deferral / active EE | $9,015 | $5,549+62.5% | $4,991+80.6% | $5,352+68.5% |
| Admin fee / account holder | $4,601 | $7,768-40.8% | $5,635-18.3% | $9,541-51.8% |