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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 | $36,335 | $45,050-19.3% | $63,018-42.3% | $70,126-48.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.51% | 18.76%-7.2pp | 87.62%-76.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $921 | $2,052-55.1% | $2,761-66.6% | $2,343-60.7% |
| Participant deferral / active EE | $974 | $2,466-60.5% | $3,330-70.7% | $3,332-70.8% |
| Admin fee / account holder | $1,326 | $2,834-53.2% | $3,601-63.2% | $4,645-71.4% |