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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 | $28,402 | $123,155-76.9% | $108,753-73.9% | $155,188-81.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.77% | 44.73%-37.0pp | 37.47%-29.7pp | 148.84%-141.1pp |
| Employer contribution / active EE | $500 | $2,811-82.2% | $2,427-79.4% | $4,248-88.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,337 | $12,126-80.7% | $10,320-77.4% | $14,480-83.9% |