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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 | $30,077 | $78,707-61.8% | $117,861-74.5% | $70,126-57.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.47% | 23.30%-9.8pp | 335.11%-321.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,441 | $2,223-35.2% | $3,786-62.0% | $2,343-38.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,123 | $5,066-77.8% | $8,021-86.0% | $4,645-75.8% |