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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 | $56,690 | $59,839-5.3% | $81,991-30.9% | $79,852-29.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 43.70% | 17.56%+26.1pp | 41.31%+2.4pp | 31.72%+12.0pp |
| Employer contribution / active EE | $920 | $1,713-46.3% | $2,498-63.2% | $2,471-62.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $358 | $4,287-91.7% | $5,665-93.7% | $5,306-93.3% |