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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 | $34,145 | $48,078-29.0% | $78,676-56.6% | $62,881-45.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.15% | 31.36%-21.2pp | 62.19%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $845 | $2,587-67.3% | $3,517-76.0% | $3,203-73.6% |
| Admin fee / account holder | $2,671 | $3,206-16.7% | $4,510-40.8% | $4,296-37.8% |