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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 | $42,678 | $59,804-28.6% | $81,982-47.9% | $79,856-46.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 15.12% | 17.56%-2.4pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $974 | $1,713-43.2% | $2,498-61.0% | $2,471-60.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $961 | $4,288-77.6% | $5,665-83.0% | $5,306-81.9% |