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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 | $52,860 | $101,763-48.1% | $164,866-67.9% | $80,874-34.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.09% | 16.73%-4.6pp | 69.97%-57.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,625 | $2,954-45.0% | $4,343-62.6% | $2,756-41.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $950 | $8,228-88.5% | $12,689-92.5% | $6,935-86.3% |