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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 | $37,571 | $84,236-55.4% | $170,439-78.0% | $70,124-46.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.94%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,067 | $3,387-9.5% | $5,433-43.6% | $2,342+30.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,188 | $5,698-9.0% | $13,881-62.6% | $4,645+11.7% |