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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 | $61,677 | $108,285-43.0% | $77,552-20.5% | $158,982-61.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.71% | 31.69%-16.0pp | 54.82%-39.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $417 | $1,325-68.6% | $987-57.8% | $4,763-91.3% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $463 | $3,709-87.5% | $2,859-83.8% | $11,252-95.9% |