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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 | $20,155 | $56,894-64.6% | $84,753-76.2% | $62,881-67.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 23.87% | 6.30%+17.6pp | 22.78%+1.1pp | 20.14%+3.7pp |
| Employer contribution / active EE | $1,317 | $2,400-45.1% | $3,574-63.2% | $2,281-42.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,041 | $3,581-70.9% | $5,333-80.5% | $4,296-75.8% |