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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 | $20,111 | $74,535-73.0% | $100,712-80.0% | $82,637-75.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.03% | 18.92%-3.9pp | 33.27%-18.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,590 | $1,503+72.3% | $2,313+12.0% | $2,552+1.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,672 | $6,576-74.6% | $9,256-81.9% | $7,339-77.2% |