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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 | $50,131 | $41,377+21.2% | $109,313-54.1% | $62,881-20.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.18% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,783 | $1,276+274.8% | $3,892+22.9% | $2,281+109.7% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $687 | $2,884-76.2% | $5,666-87.9% | $4,296-84.0% |