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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 | $31,285 | $77,472-59.6% | $100,392-68.8% | $80,935-61.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 15.62% | 37.26%-21.6pp | 49.45%-33.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,770 | $2,800-1.1% | $3,941-29.7% | $2,757+0.5% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,807 | $5,885-69.3% | $7,904-77.1% | $6,924-73.9% |