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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 | $28,313 | $85,060-66.7% | $70,565-59.9% | $139,487-79.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.88% | 30.39%-13.5pp | 32.79%-15.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $1,301 | $3,912-66.7% | $2,976-56.3% | $4,755-72.6% |
| Participant deferral / active EE | $2,260 | $5,891-61.6% | $4,568-50.5% | $6,713-66.3% |
| Admin fee / account holder | $2,686 | $8,932-69.9% | $6,430-58.2% | $11,407-76.5% |