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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 | $31,188 | $46,534-33.0% | $64,097-51.3% | $75,177-58.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.07% | 26.07%-12.0pp | 33.75%-19.7pp | 160.75%-146.7pp |
| Employer contribution / active EE | $590 | $1,976-70.2% | $2,750-78.6% | $2,671-77.9% |
| Participant deferral / active EE | $3,216 | $2,835+13.4% | $3,881-17.1% | $4,126-22.1% |
| Admin fee / account holder | $9,671 | $2,957+227.1% | $3,070+215.1% | $5,651+71.1% |