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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 | $25,085 | $77,472-67.6% | $100,415-75.0% | $80,959-69.0% |
| Participation rate | 98.6% | 76.9%+21.6pp | 81.5%+17.0pp | 67.7%+30.9pp |
| Annual return | 19.14% | 37.26%-18.1pp | 49.47%-30.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,347 | $2,800-51.9% | $3,943-65.8% | $2,757-51.1% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,091-100.0% | $4,300-100.0% |
| Admin fee / account holder | $784 | $5,885-86.7% | $7,906-90.1% | $6,925-88.7% |