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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 | $97,648-28.2% | $121,663-42.4% | $87,485-19.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 19.32% | 18.03%+1.3pp | 147.54%-128.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,154 | $2,300-49.8% | $3,020-61.8% | $2,596-55.6% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,118 | $11,100-71.9% | $14,289-78.2% | $7,775-59.9% |