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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 | $36,335 | $45,041-19.3% | $63,003-42.3% | $70,131-48.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.51% | 18.76%-7.2pp | 87.59%-76.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $921 | $2,052-55.1% | $2,760-66.6% | $2,342-60.7% |
| Participant deferral / active EE | $974 | $2,465-60.5% | $3,329-70.7% | $3,332-70.8% |
| Admin fee / account holder | $1,326 | $2,836-53.2% | $3,600-63.2% | $4,645-71.4% |