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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 | $57,097 | $87,132-34.5% | $105,624-45.9% | $80,959-29.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 21.10% | 17.03%+4.1pp | 116.20%-95.1pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,273 | $2,397-46.9% | $3,168-59.8% | $2,757-53.8% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,482 | $8,449-82.5% | $10,961-86.5% | $6,925-78.6% |