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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 | $52,831 | $59,123-10.6% | $77,183-31.6% | $75,181-29.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.17% | 26.72%-7.5pp | 37.89%-18.7pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,421 | $1,996-28.8% | $2,534-43.9% | $2,671-46.8% |
| Participant deferral / active EE | $2,516 | $2,999-16.1% | $3,833-34.4% | $4,126-39.0% |
| Admin fee / account holder | $628 | $4,776-86.9% | $5,475-88.5% | $5,650-88.9% |