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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 | $19,944 | $56,544-64.7% | $75,501-73.6% | $70,126-71.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.72% | 23.59%-8.9pp | 27.35%-12.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $5,694 | $1,817+213.5% | $2,352+142.1% | $2,343+143.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $503 | $3,827-86.8% | $5,801-91.3% | $4,645-89.2% |