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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 | $29,353 | $45,050-34.8% | $63,018-53.4% | $70,126-58.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.18% | 18.76%-5.6pp | 87.62%-74.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,151 | $2,052+4.8% | $2,761-22.1% | $2,343-8.2% |
| Participant deferral / active EE | $1,301 | $2,466-47.2% | $3,330-60.9% | $3,332-61.0% |
| Admin fee / account holder | $799 | $2,834-71.8% | $3,601-77.8% | $4,645-82.8% |