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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 | $50,134 | $49,025+2.3% | $87,502-42.7% | $62,881-20.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.91% | 10.02%-5.1pp | 12.21%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,106 | $1,372+53.6% | $2,550-17.4% | $2,281-7.6% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,567 | $4,065-36.8% | $4,221-39.2% | $4,296-40.2% |