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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 | $21,703 | $56,110-61.3% | $94,993-77.2% | $70,124-69.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.08% | 51.02%-36.9pp | 27.14%-13.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,463 | $1,442+1.5% | $2,603-43.8% | $2,342-37.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,401 | $3,456-59.5% | $4,960-71.8% | $4,645-69.8% |