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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 | $42,475 | $112,729-62.3% | $98,716-57.0% | $137,256-69.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.32% | 38.48%-15.2pp | 31.81%-8.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $556 | $2,725-79.6% | $2,279-75.6% | $4,156-86.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $369 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |