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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 | $30,028 | $55,930-46.3% | $76,089-60.5% | $80,925-62.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.16% | 20.58%-9.4pp | 360.94%-349.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $1,852 | $1,866-0.8% | $2,690-31.2% | $2,756-32.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,111 | $5,241-40.6% | $6,418-51.5% | $6,940-55.2% |