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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 | $43,709 | $49,249-11.3% | $70,476-38.0% | $79,852-45.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.02% | 30.09%-23.1pp | 109.12%-102.1pp | 31.72%-24.7pp |
| Employer contribution / active EE | $2,745 | $2,100+30.7% | $2,738+0.3% | $2,471+11.1% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $713 | $2,878-75.2% | $3,847-81.5% | $5,306-86.6% |