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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 | $29,003 | $65,685-55.8% | $57,181-49.3% | $273,965-89.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 33.72% | 21.99%+11.7pp | 14.59%+19.1pp | 41.45%-7.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,400 | $3,781-36.5% | $3,096-22.5% | $5,287-54.6% |
| Admin fee / account holder | $967 | $4,835-80.0% | $3,139-69.2% | $10,132-90.5% |