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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 | $45,056 | $58,493-23.0% | $84,021-46.4% | $72,975-38.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 17.62% | 28.93%-11.3pp | 71.32%-53.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $3,636 | $1,163+212.7% | $1,984+83.3% | $2,440+49.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,629 | $4,569-42.5% | $6,102-56.9% | $5,124-48.7% |