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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 | $34,785 | $49,255-29.4% | $70,494-50.7% | $79,856-56.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 26.87% | 30.10%-3.2pp | 109.16%-82.3pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,281 | $2,768+126.9% | $3,711+69.3% | $3,741+67.9% |
| Admin fee / account holder | $584 | $2,879-79.7% | $3,848-84.8% | $5,306-89.0% |