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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 | $22,750 | $48,078-52.7% | $78,676-71.1% | $62,881-63.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.09% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $916 | $2,015-54.5% | $2,850-67.9% | $2,281-59.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $647 | $3,206-79.8% | $4,510-85.6% | $4,296-84.9% |