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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 | $18,937 | $93,064-79.7% | $74,577-74.6% | $273,972-93.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.32% | 26.18%-23.9pp | 20.47%-18.1pp | 41.46%-39.1pp |
| Employer contribution / active EE | $911 | $3,160-71.2% | $2,525-63.9% | $4,869-81.3% |
| Participant deferral / active EE | $3,901 | $4,160-6.2% | $3,458+12.8% | $5,287-26.2% |
| Admin fee / account holder | $15,294 | $5,273+190.1% | $4,138+269.6% | $10,133+50.9% |