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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 | $66,595 | $132,310-49.7% | $105,754-37.0% | $273,972-75.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.11% | 10.08%-5.0pp | 12.25%-7.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,449 | $4,867-70.2% | $4,079-64.5% | $4,869-70.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,221 | $12,036-81.5% | $8,309-73.3% | $10,133-78.1% |