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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 | $58,036 | $58,600-1.0% | $83,327-30.4% | $64,173-9.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.23% | 9.66%-14.9pp | 10.64%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,230 | $2,098+53.9% | $3,379-4.4% | $2,381+35.7% |
| Participant deferral / active EE | $2,235 | $4,656-52.0% | $5,565-59.8% | $3,470-35.6% |
| Admin fee / account holder | $4,424 | $9,282-52.3% | $7,540-41.3% | $4,887-9.5% |