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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 | $28,653 | $45,050-36.4% | $63,018-54.5% | $70,126-59.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.36% | 18.76%-7.4pp | 87.62%-76.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,664 | $2,052-18.9% | $2,761-39.7% | $2,343-29.0% |
| Participant deferral / active EE | $5,040 | $2,466+104.4% | $3,330+51.4% | $3,332+51.3% |
| Admin fee / account holder | $524 | $2,834-81.5% | $3,601-85.5% | $4,645-88.7% |