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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 | $42,666 | $79,955-46.6% | $98,461-56.7% | $75,173-43.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 24.65% | 19.75%+4.9pp | 21.17%+3.5pp | 160.72%-136.1pp |
| Employer contribution / active EE | $1,148 | $2,264-49.3% | $3,049-62.4% | $2,671-57.0% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,865 | $6,841-58.1% | $8,961-68.0% | $5,651-49.3% |