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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 | $22,839 | $77,816-70.7% | $123,552-81.5% | $64,173-64.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 23.14% | 12.49%+10.7pp | 119.20%-96.1pp | 7.63%+15.5pp |
| Employer contribution / active EE | $1,230 | $3,014-59.2% | $4,628-73.4% | $2,381-48.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $508 | $5,519-90.8% | $9,285-94.5% | $4,887-89.6% |