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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 | $25,704 | $58,099-55.8% | $76,902-66.6% | $75,177-65.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.89% | 26.71%-11.8pp | 37.91%-23.0pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,776 | $1,996-11.0% | $2,534-29.9% | $2,671-33.5% |
| Participant deferral / active EE | $1,301 | $2,999-56.6% | $3,833-66.1% | $4,126-68.5% |
| Admin fee / account holder | $855 | $4,778-82.1% | $5,479-84.4% | $5,651-84.9% |