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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 | $22,136 | $81,487-72.8% | $102,412-78.4% | $80,935-72.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.88% | 25.60%-14.7pp | 24.94%-14.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,321 | $3,871+11.6% | $5,060-14.6% | $4,299+0.5% |
| Admin fee / account holder | $412 | $6,717-93.9% | $8,388-95.1% | $6,924-94.1% |