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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 | $69,770 | $118,488-41.1% | $98,462-29.1% | $139,487-50.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 18.96%-2.4pp | 21.17%-4.6pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,568 | $3,611-56.6% | $3,049-48.6% | $4,755-67.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $456 | $13,868-96.7% | $8,875-94.9% | $11,407-96.0% |