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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 | $45,050-2.8% | $63,018-30.5% | $70,126-37.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.66% | 18.76%-1.1pp | 87.62%-70.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,467 | $2,052-28.5% | $2,761-46.8% | $2,343-37.4% |
| Participant deferral / active EE | $1,467 | $2,466-40.5% | $3,330-55.9% | $3,332-56.0% |
| Admin fee / account holder | $7,260 | $2,834+156.2% | $3,601+101.6% | $4,645+56.3% |