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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 | $56,492 | $91,559-38.3% | $133,978-57.8% | $79,856-29.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.43% | 61.85%-45.4pp | 45.10%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,618 | $2,384-32.1% | $3,919-58.7% | $2,471-34.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $854 | $6,321-86.5% | $8,930-90.4% | $5,306-83.9% |