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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 | $31,583 | $78,705-59.9% | $117,857-73.2% | $70,131-55.0% |
| Participation rate | 98.3% | 73.2%+25.1pp | 79.7%+18.7pp | 69.5%+28.8pp |
| Annual return | 14.10% | 23.30%-9.2pp | 335.09%-321.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,750 | $2,223-21.3% | $3,786-53.8% | $2,342-25.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,785 | $5,065-64.8% | $8,020-77.7% | $4,645-61.6% |