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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 | $36,163 | $45,050-19.7% | $63,018-42.6% | $70,126-48.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.74% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,185 | $2,052+6.5% | $2,761-20.8% | $2,343-6.7% |
| Participant deferral / active EE | $1,576 | $2,466-36.1% | $3,330-52.7% | $3,332-52.7% |
| Admin fee / account holder | $451 | $2,834-84.1% | $3,601-87.5% | $4,645-90.3% |