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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 | $25,874 | $77,638-66.7% | $156,551-83.5% | $62,881-58.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.88% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $443 | $3,444-87.1% | $5,501-92.0% | $2,281-80.6% |
| Participant deferral / active EE | $1,223 | $3,046-59.8% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $3,885 | $5,561-30.1% | $13,028-70.2% | $4,296-9.6% |