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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 | $49,906 | $39,132+27.5% | $57,196-12.7% | $62,881-20.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.71% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,265 | $1,874+127.6% | $2,683+59.0% | $2,281+87.0% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,757 | $2,594+6.3% | $3,141-12.2% | $4,296-35.8% |