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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 | $19,265 | $65,712-70.7% | $57,196-66.3% | $273,972-93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.93% | 22.01%-20.1pp | 14.59%-12.7pp | 41.46%-39.5pp |
| Employer contribution / active EE | $2,243 | $3,280-31.6% | $2,683-16.4% | $4,869-53.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,150 | $4,838-76.2% | $3,141-63.4% | $10,133-88.7% |