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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 | $48,857 | $69,977-30.2% | $108,582-55.0% | $62,881-22.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.45% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,789 | $2,135+30.6% | $3,758-25.8% | $2,281+22.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,749 | $5,076-65.5% | $7,645-77.1% | $4,296-59.3% |