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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 | $45,731 | $39,132+16.9% | $57,196-20.0% | $62,881-27.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.62% | 9.24%+2.4pp | 14.59%-3.0pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,290 | $2,374+122.8% | $3,096+70.8% | $3,203+65.2% |
| Admin fee / account holder | $4,309 | $2,594+66.1% | $3,141+37.2% | $4,296+0.3% |