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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 | $35,156 | $73,988-52.5% | $96,538-63.6% | $75,177-53.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.96% | 26.73%-7.8pp | 35.74%-16.8pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,645 | $2,930-43.9% | $3,740-56.0% | $2,671-38.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $933 | $5,220-82.1% | $6,737-86.1% | $5,651-83.5% |