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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 | $51,184 | $84,236-39.2% | $170,435-70.0% | $70,126-27.0% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 20.00% | 23.06%-3.1pp | 205.94%-185.9pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,857 | $3,387-45.2% | $5,432-65.8% | $2,343-20.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $308 | $5,698-94.6% | $13,881-97.8% | $4,645-93.4% |