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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 | $23,579 | $41,377-43.0% | $109,313-78.4% | $62,881-62.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.78% | 11.05%-4.3pp | 22.07%-15.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,101 | $2,045+2.8% | $3,166-33.6% | $3,203-34.4% |
| Admin fee / account holder | $2,180 | $2,884-24.4% | $5,666-61.5% | $4,296-49.3% |