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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 | $48,321 | $122,131-60.4% | $625,211-92.3% | $122,131-60.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.5%+31.5pp | 75.1%+24.9pp |
| Annual return | 16.11% | 16.17%-0.1pp | -4.48%+20.6pp | 16.17%-0.1pp |
| Employer contribution / active EE | $1,462 | $3,608-59.5% | $5,469-73.3% | $3,608-59.5% |
| Participant deferral / active EE | $3,894 | $3,892+0.1% | $3,285+18.6% | $3,892+0.1% |
| Admin fee / account holder | $3,199 | $11,586-72.4% | $15,496-79.4% | $11,586-72.4% |