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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 | $51,787 | $84,236-38.5% | $170,435-69.6% | $70,126-26.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.34% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,306 | $3,387-61.4% | $5,432-76.0% | $2,343-44.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,455 | $5,698-74.5% | $13,881-89.5% | $4,645-68.7% |