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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 | $52,543 | $80,983-35.1% | $96,544-45.6% | $75,177-30.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.74% | 27.05%-10.3pp | 25.88%-9.1pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,073 | $3,929+29.1% | $4,851+4.6% | $4,126+22.9% |
| Admin fee / account holder | $26,143 | $6,717+289.2% | $8,254+216.7% | $5,651+362.6% |