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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 | $54,777 | $161,352-66.1% | $134,172-59.2% | $137,256-60.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.71% | 28.72%-15.0pp | 25.30%-11.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,000 | $4,099-51.2% | $3,420-41.5% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,355 | $15,028-84.3% | $12,016-80.4% | $12,270-80.8% |