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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 | $24,773 | $45,050-45.0% | $63,018-60.7% | $70,126-64.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.20% | 18.76%-6.6pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,406 | $2,052-31.5% | $2,761-49.1% | $2,343-40.0% |
| Participant deferral / active EE | $1,040 | $2,466-57.8% | $3,330-68.8% | $3,332-68.8% |
| Admin fee / account holder | $3,710 | $2,834+30.9% | $3,601+3.0% | $4,645-20.1% |