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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 | $21,934 | $65,367-66.4% | $92,915-76.4% | $72,976-69.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.73% | 42.11%-24.4pp | 109.45%-91.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $1,283 | $2,594-50.5% | $3,653-64.9% | $2,440-47.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,488 | $4,251-65.0% | $5,796-74.3% | $5,124-71.0% |