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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 | $23,336 | $123,155-81.1% | $108,753-78.5% | $155,188-85.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.34% | 44.73%-32.4pp | 37.47%-25.1pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,545 | $2,811-9.5% | $2,427+4.9% | $4,248-40.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $446 | $12,126-96.3% | $10,320-95.7% | $14,480-96.9% |