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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 | $33,925 | $78,423-56.7% | $95,964-64.6% | $79,856-57.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.64%-76.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,797 | $1,945-7.6% | $2,541-29.3% | $2,471-27.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,393 | $5,622-75.2% | $6,797-79.5% | $5,306-73.8% |