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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 | $66,849 | $80,983-17.5% | $96,544-30.8% | $75,177-11.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.41% | 27.05%-13.6pp | 25.88%-12.5pp | 160.75%-147.3pp |
| Employer contribution / active EE | $1,765 | $2,282-22.7% | $2,966-40.5% | $2,671-33.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,794 | $6,717+313.8% | $8,254+236.7% | $5,651+391.8% |