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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 | $47,110 | $48,364-2.6% | $71,796-34.4% | $62,881-25.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.60% | 13.16%-4.6pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $769 | $1,042-26.2% | $1,924-60.0% | $2,281-66.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,207 | $3,771+11.6% | $4,815-12.6% | $4,296-2.1% |