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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 | $28,226 | $72,273-60.9% | $101,275-72.1% | $79,856-64.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.93% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,284 | $2,691+96.3% | $3,660+44.4% | $2,471+113.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $439 | $4,401-90.0% | $5,948-92.6% | $5,306-91.7% |