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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 | $22,750 | $65,685-65.4% | $57,181-60.2% | $273,968-91.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.35% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $801 | $3,781-78.8% | $3,096-74.1% | $5,287-84.9% |
| Admin fee / account holder | $980 | $4,835-79.7% | $3,139-68.8% | $10,132-90.3% |