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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 | $77,492-67.6% | $100,398-75.0% | $80,911-69.0% |
| Participation rate | 98.6% | 76.9%+21.6pp | 81.5%+17.0pp | 67.6%+30.9pp |
| Annual return | 19.14% | 37.23%-18.1pp | 49.32%-30.2pp | 35.63%-16.5pp |
| Employer contribution / active EE | $1,347 | $2,800-51.9% | $3,946-65.9% | $2,756-51.1% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $8,084-100.0% | $4,297-100.0% |
| Admin fee / account holder | $784 | $5,892-86.7% | $7,893-90.1% | $6,935-88.7% |