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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 | $32,423 | $81,331-60.1% | $155,534-79.2% | $80,935-59.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.38% | 33.37%-15.0pp | 64.92%-46.5pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,528 | $3,105-18.6% | $4,675-45.9% | $2,757-8.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $777 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |