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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 | $31,942 | $76,551-58.3% | $123,894-74.2% | $62,881-49.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.78% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $770 | $2,882-73.3% | $4,617-83.3% | $2,281-66.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,665 | $4,826-44.8% | $8,357-68.1% | $4,296-38.0% |