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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 | $62,159 | $72,404-14.1% | $110,243-43.6% | $64,173-3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.52% | -6.29%+16.8pp | 314.76%-304.2pp | 7.63%+2.9pp |
| Employer contribution / active EE | $571 | $2,282-75.0% | $3,827-85.1% | $2,381-76.0% |
| Participant deferral / active EE | $2,502 | $3,469-27.9% | $4,672-46.5% | $3,470-27.9% |
| Admin fee / account holder | $652 | $5,664-88.5% | $8,548-92.4% | $4,887-86.6% |