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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 | $35,904 | $83,485-57.0% | $125,180-71.3% | $72,983-50.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.44% | 25.78%-7.3pp | 43.79%-25.4pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,705 | $2,346-27.3% | $3,866-55.9% | $2,440-30.1% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,255 | $5,518-41.0% | $9,703-66.5% | $5,124-36.5% |