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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 | $32,991 | $76,551-56.9% | $123,894-73.4% | $62,881-47.5% |
| Participation rate | 97.5% | 73.0%+24.5pp | 81.4%+16.1pp | 69.3%+28.2pp |
| Annual return | 10.87% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,250 | $2,882-56.6% | $4,617-72.9% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,566 | $4,826-46.8% | $8,357-69.3% | $4,296-40.3% |