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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 | $18,126 | $48,078-62.3% | $78,676-77.0% | $62,881-71.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.70% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,718 | $2,587+5.1% | $3,517-22.7% | $3,203-15.1% |
| Admin fee / account holder | $862 | $3,206-73.1% | $4,510-80.9% | $4,296-79.9% |