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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 | $43,214 | $91,167-52.6% | $178,498-75.8% | $79,858-45.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.98% | 24.19%-8.2pp | 151.09%-135.1pp | 31.72%-15.7pp |
| Employer contribution / active EE | $859 | $3,255-73.6% | $5,011-82.9% | $2,471-65.2% |
| Participant deferral / active EE | $2,993 | $3,236-7.5% | $5,202-42.5% | $3,740-20.0% |
| Admin fee / account holder | $2,968 | $6,747-56.0% | $13,985-78.8% | $5,306-44.1% |