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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 | $42,594 | $45,041-5.4% | $63,003-32.4% | $70,131-39.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.64% | 18.76%-4.1pp | 87.59%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $4,608 | $2,052+124.5% | $2,760+66.9% | $2,342+96.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $934 | $2,836-67.0% | $3,600-74.0% | $4,645-79.9% |