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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 | $28,354 | $64,311-55.9% | $57,356-50.6% | $125,389-77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.65% | 25.14%-23.5pp | 24.41%-22.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $544 | $3,193-83.0% | $2,689-79.8% | $4,866-88.8% |
| Participant deferral / active EE | $1,730 | $3,846-55.0% | $3,162-45.3% | $5,352-67.7% |
| Admin fee / account holder | $1,749 | $5,243-66.6% | $3,357-47.9% | $9,541-81.7% |