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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 | $27,380 | $49,249-44.4% | $70,476-61.1% | $79,852-65.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.67% | 30.09%-13.4pp | 109.12%-92.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,230 | $2,100+6.2% | $2,738-18.5% | $2,471-9.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,379 | $2,878-52.1% | $3,847-64.2% | $5,306-74.0% |