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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 | $37,266 | $45,050-17.3% | $63,018-40.9% | $70,126-46.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.06% | 18.76%-2.7pp | 87.62%-71.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,489 | $2,052-27.4% | $2,761-46.1% | $2,343-36.4% |
| Participant deferral / active EE | $1,225 | $2,466-50.3% | $3,330-63.2% | $3,332-63.2% |
| Admin fee / account holder | $2,377 | $2,834-16.1% | $3,601-34.0% | $4,645-48.8% |