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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 | $20,319 | $77,817-73.9% | $123,553-83.6% | $64,173-68.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 19.91% | 12.49%+7.4pp | 119.21%-99.3pp | 7.63%+12.3pp |
| Employer contribution / active EE | $1,136 | $3,014-62.3% | $4,628-75.4% | $2,381-52.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $813 | $5,519-85.3% | $9,284-91.2% | $4,887-83.4% |