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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 | $30,946 | $45,050-31.3% | $63,018-50.9% | $70,126-55.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.40% | 18.76%+0.6pp | 87.62%-68.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $480 | $2,052-76.6% | $2,761-82.6% | $2,343-79.5% |
| Participant deferral / active EE | $2,812 | $2,466+14.1% | $3,330-15.5% | $3,332-15.6% |
| Admin fee / account holder | $2,811 | $2,834-0.8% | $3,601-21.9% | $4,645-39.5% |