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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 | $28,960 | $53,774-46.1% | $134,162-78.4% | $79,856-63.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.69% | 19.01%-3.3pp | 36.35%-20.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,675 | $2,420+51.9% | $3,500+5.0% | $3,741-1.8% |
| Admin fee / account holder | $637 | $3,985-84.0% | $6,685-90.5% | $5,306-88.0% |