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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 | $46,198 | $77,816-40.6% | $123,549-62.6% | $64,181-28.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.63% | 12.49%-11.9pp | 119.20%-118.6pp | 7.63%-7.0pp |
| Employer contribution / active EE | $2,562 | $3,014-15.0% | $4,628-44.7% | $2,381+7.6% |
| Participant deferral / active EE | $6,977 | $5,240+33.1% | $6,426+8.6% | $3,470+101.1% |
| Admin fee / account holder | $1,201 | $5,519-78.2% | $9,284-87.1% | $4,887-75.4% |