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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 | $44,826 | $58,600-23.5% | $83,327-46.2% | $64,173-30.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 7.59% | 9.66%-2.1pp | 10.64%-3.0pp | 7.63%0pp |
| Employer contribution / active EE | $1,691 | $2,098-19.4% | $3,379-50.0% | $2,381-29.0% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,513 | $9,282-51.4% | $7,540-40.1% | $4,887-7.7% |