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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 | $16,073 | $39,162-59.0% | $100,671-84.0% | $59,633-73.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 25.56% | 21.07%+4.5pp | 20.43%+5.1pp | 2041.45%-2015.9pp |
| Employer contribution / active EE | $814 | $1,151-29.3% | $4,012-79.7% | $2,203-63.1% |
| Participant deferral / active EE | $2,574 | $1,992+29.2% | $3,144-18.1% | $3,192-19.4% |
| Admin fee / account holder | $886 | $2,969-70.2% | $4,850-81.7% | $4,297-79.4% |