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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 | $31,137 | $48,078-35.2% | $78,676-60.4% | $62,881-50.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.01% | 31.36%-26.4pp | 62.19%-57.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $848 | $2,015-57.9% | $2,850-70.3% | $2,281-62.8% |
| Participant deferral / active EE | $1,690 | $2,587-34.7% | $3,517-52.0% | $3,203-47.2% |
| Admin fee / account holder | $1,122 | $3,206-65.0% | $4,510-75.1% | $4,296-73.9% |