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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 | $23,214 | $56,894-59.2% | $84,753-72.6% | $62,881-63.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 140.74% | 6.30%+134.4pp | 22.78%+118.0pp | 20.14%+120.6pp |
| Employer contribution / active EE | $794 | $2,400-66.9% | $3,574-77.8% | $2,281-65.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $581 | $3,581-83.8% | $5,333-89.1% | $4,296-86.5% |