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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 | $43,787 | $45,041-2.8% | $63,003-30.5% | $70,131-37.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.66% | 18.76%-1.1pp | 87.59%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,467 | $2,052-28.5% | $2,760-46.8% | $2,342-37.4% |
| Participant deferral / active EE | $1,467 | $2,465-40.5% | $3,329-55.9% | $3,332-56.0% |
| Admin fee / account holder | $7,260 | $2,836+156.1% | $3,600+101.7% | $4,645+56.3% |