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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 | $38,211 | $81,446-53.1% | $103,374-63.0% | $80,874-52.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.39% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,746 | $3,107-11.6% | $3,869-29.0% | $2,756-0.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,111 | $6,715-83.5% | $8,394-86.8% | $6,935-84.0% |