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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 | $40,463 | $72,269-44.0% | $101,271-60.0% | $79,852-49.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.86% | 22.29%-9.4pp | 46.48%-33.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,071 | $2,692-60.2% | $3,660-70.7% | $2,471-56.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,215 | $4,401-72.4% | $5,948-79.6% | $5,306-77.1% |