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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 | $20,140 | $59,804-66.3% | $81,982-75.4% | $79,856-74.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 10.63% | 17.56%-6.9pp | 41.31%-30.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,343 | $1,713-21.6% | $2,498-46.2% | $2,471-45.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,289 | $4,288-46.6% | $5,665-59.6% | $5,306-56.9% |