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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 | $43,801 | $66,764-34.4% | $88,497-50.5% | $62,881-30.3% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 7.28% | 10.37%-3.1pp | 7.63%-0.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,060 | $3,077+32.0% | $4,036+0.6% | $2,281+78.0% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,462 | $4,668-47.3% | $6,220-60.4% | $4,296-42.7% |