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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 | $43,082 | $55,713-22.7% | $75,901-43.2% | $72,975-41.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.93% | 27.60%-5.7pp | 30.76%-8.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,200 | $1,687-28.9% | $2,501-52.0% | $2,440-50.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $645 | $3,980-83.8% | $5,420-88.1% | $5,124-87.4% |