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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 | $70,096 | $94,031-25.5% | $115,768-39.5% | $82,448-15.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 19.32% | 20.61%-1.3pp | 100.46%-81.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,154 | $2,323-50.3% | $2,940-60.8% | $2,551-54.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,118 | $10,249-69.6% | $12,439-74.9% | $7,234-56.9% |