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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 | $28,542 | $73,978-61.4% | $96,515-70.4% | $75,173-62.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.32% | 26.72%-6.4pp | 35.73%-15.4pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,666 | $3,660+0.2% | $4,880-24.9% | $4,126-11.2% |
| Admin fee / account holder | $855 | $5,219-83.6% | $6,735-87.3% | $5,651-84.9% |