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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 | $24,819 | $93,064-73.3% | $74,577-66.7% | $273,972-90.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.39% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,869 | $4,160-7.0% | $3,458+11.9% | $5,287-26.8% |
| Admin fee / account holder | $1,624 | $5,273-69.2% | $4,138-60.8% | $10,133-84.0% |