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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 | $29,987 | $56,054-46.5% | $171,082-82.5% | $62,881-52.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.98% | 22.52%-16.5pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $833 | $1,731-51.9% | $4,002-79.2% | $2,281-63.5% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $644 | $3,647-82.3% | $8,520-92.4% | $4,296-85.0% |