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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 | $31,341 | $53,841-41.8% | $75,731-58.6% | $85,851-63.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 20.47% | 24.54%-4.1pp | 104.65%-84.2pp | 318.63%-298.2pp |
| Employer contribution / active EE | $2,565 | $2,017+27.2% | $2,743-6.5% | $2,5650% |
| Participant deferral / active EE | $2,843 | $2,895-1.8% | $3,820-25.6% | $3,952-28.1% |
| Admin fee / account holder | $644 | $3,340-80.7% | $3,620-82.2% | $6,261-89.7% |