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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 | $16,867 | $90,509-81.4% | $78,693-78.6% | $273,968-93.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.36% | 75.61%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,416 | $3,175-23.9% | $2,850-15.2% | $4,869-50.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,439 | $5,264-72.7% | $4,511-68.1% | $10,132-85.8% |