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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 | $54,798 | $69,977-21.7% | $108,582-49.5% | $62,881-12.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.33% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,185 | $2,135+142.9% | $3,758+38.0% | $2,281+127.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,118 | $5,076-78.0% | $7,645-85.4% | $4,296-74.0% |