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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 | $30,904 | $45,050-31.4% | $63,018-51.0% | $70,126-55.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.19% | 18.76%+0.4pp | 87.62%-68.4pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,425 | $2,052-30.5% | $2,761-48.4% | $2,343-39.1% |
| Participant deferral / active EE | $2,479 | $2,466+0.5% | $3,330-25.5% | $3,332-25.6% |
| Admin fee / account holder | $584 | $2,834-79.4% | $3,601-83.8% | $4,645-87.4% |