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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 | $19,961 | $66,431-70.0% | $109,916-81.8% | $85,851-76.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 15.49% | 19.59%-4.1pp | 29.46%-14.0pp | 318.63%-303.1pp |
| Employer contribution / active EE | $681 | $1,688-59.7% | $2,844-76.1% | $2,565-73.5% |
| Participant deferral / active EE | $2,143 | $2,844-24.6% | $4,047-47.0% | $3,952-45.8% |
| Admin fee / account holder | $2,231 | $4,559-51.1% | $6,069-63.2% | $6,261-64.4% |