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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 | $28,694 | $45,087-36.4% | $69,483-58.7% | $72,976-60.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.32% | 22.67%-7.4pp | 28.99%-13.7pp | 81.02%-65.7pp |
| Employer contribution / active EE | $544 | $2,055-73.5% | $2,780-80.4% | $2,440-77.7% |
| Participant deferral / active EE | $3,035 | $2,603+16.6% | $3,537-14.2% | $3,608-15.9% |
| Admin fee / account holder | $7,687 | $3,057+151.5% | $3,841+100.1% | $5,124+50.0% |