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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 | $40,441 | $93,064-56.5% | $74,577-45.8% | $273,972-85.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.30% | 26.18%-22.9pp | 20.47%-17.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,056 | $3,160-34.9% | $2,525-18.6% | $4,869-57.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $871 | $5,273-83.5% | $4,138-78.9% | $10,133-91.4% |