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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 | $24,502 | $49,255-50.3% | $70,494-65.2% | $79,856-69.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.11% | 30.10%-11.0pp | 109.16%-90.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,382 | $2,100-34.2% | $2,738-49.5% | $2,471-44.1% |
| Participant deferral / active EE | $3,005 | $2,768+8.6% | $3,711-19.0% | $3,741-19.7% |
| Admin fee / account holder | $560 | $2,879-80.5% | $3,848-85.4% | $5,306-89.4% |