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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 | $26,694 | $96,558-72.4% | $80,977-67.0% | $273,970-90.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.71% | 15.14%-11.4pp | 17.11%-13.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,584 | $4,869-67.5% | $3,715-57.4% | $4,869-67.5% |
| Participant deferral / active EE | $1,584 | $6,598-76.0% | $5,696-72.2% | $5,287-70.1% |
| Admin fee / account holder | $3,664 | $7,493-51.1% | $5,517-33.6% | $10,132-63.8% |