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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 | $37,604 | $45,041-16.5% | $63,003-40.3% | $70,131-46.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.49% | 18.76%-3.3pp | 87.59%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,107 | $2,052-46.0% | $2,760-59.9% | $2,342-52.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,095 | $2,836+9.1% | $3,600-14.0% | $4,645-33.4% |