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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 | $27,102 | $72,177-62.5% | $115,038-76.4% | $59,633-54.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 18.86% | 12.02%+6.8pp | 26.14%-7.3pp | 2041.45%-2022.6pp |
| Employer contribution / active EE | $1,205 | $2,841-57.6% | $4,608-73.9% | $2,203-45.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,376 | $4,927-72.1% | $8,175-83.2% | $4,297-68.0% |