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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 | $50,539 | $65,712-23.1% | $57,196-11.6% | $273,972-81.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.23% | 22.01%-12.8pp | 14.59%-5.4pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,969 | $3,782-47.9% | $3,096-36.4% | $5,287-62.8% |
| Admin fee / account holder | $4,210 | $4,838-13.0% | $3,141+34.0% | $10,133-58.5% |