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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 | $35,708 | $45,050-20.7% | $63,018-43.3% | $70,126-49.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.83% | 18.76%-2.9pp | 87.62%-71.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,338 | $2,052-34.8% | $2,761-51.5% | $2,343-42.9% |
| Participant deferral / active EE | $2,125 | $2,466-13.8% | $3,330-36.2% | $3,332-36.2% |
| Admin fee / account holder | $511 | $2,834-82.0% | $3,601-85.8% | $4,645-89.0% |