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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 | $37,056 | $56,544-34.5% | $75,501-50.9% | $70,126-47.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 15.63% | 23.59%-8.0pp | 27.35%-11.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,329 | $1,817+28.2% | $2,352-1.0% | $2,343-0.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,383 | $3,827+171.3% | $5,801+79.0% | $4,645+123.5% |