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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 | $41,674 | $81,457-48.8% | $103,378-59.7% | $80,911-48.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.84% | 25.58%-12.7pp | 24.91%-12.1pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,617 | $3,107-15.8% | $3,870-32.4% | $2,756-5.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $620 | $6,717-90.8% | $8,401-92.6% | $6,935-91.1% |