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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 | $21,931 | $81,446-73.1% | $103,374-78.8% | $80,874-72.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.04% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,105 | $3,107-32.3% | $3,869-45.6% | $2,756-23.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,058 | $6,715-84.2% | $8,394-87.4% | $6,935-84.7% |