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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 | $43,427 | $101,763-57.3% | $164,866-73.7% | $80,874-46.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 29.21% | 16.73%+12.5pp | 69.97%-40.8pp | 35.62%-6.4pp |
| Employer contribution / active EE | $2,370 | $2,954-19.8% | $4,343-45.4% | $2,756-14.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,428 | $8,228-58.3% | $12,689-73.0% | $6,935-50.6% |