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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 | $34,026 | $65,364-47.9% | $92,909-63.4% | $72,975-53.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.65% | 42.11%-22.5pp | 109.44%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $2,857 | $2,594+10.1% | $3,653-21.8% | $2,440+17.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,135 | $4,251-73.3% | $5,795-80.4% | $5,124-77.8% |