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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 | $21,122 | $45,079-53.1% | $69,461-69.6% | $72,983-71.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.32% | 22.65%-3.3pp | 28.97%-9.7pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,551 | $2,055+24.2% | $2,779-8.2% | $2,440+4.6% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $663 | $3,056-78.3% | $3,840-82.7% | $5,124-87.1% |