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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 | $27,013 | $45,050-40.0% | $63,018-57.1% | $70,126-61.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.02% | 18.76%-3.7pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,813 | $2,052-11.6% | $2,761-34.3% | $2,343-22.6% |
| Participant deferral / active EE | $2,537 | $2,466+2.9% | $3,330-23.8% | $3,332-23.8% |
| Admin fee / account holder | $7,185 | $2,834+153.5% | $3,601+99.6% | $4,645+54.7% |