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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 | $27,695 | $56,110-50.6% | $94,993-70.8% | $70,126-60.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 13.98% | 51.02%-37.0pp | 27.14%-13.2pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,600 | $1,442+10.9% | $2,603-38.5% | $2,343-31.7% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $317 | $3,456-90.8% | $4,960-93.6% | $4,645-93.2% |