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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 | $62,247 | $63,949-2.7% | $129,031-51.8% | $94,015-33.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 12.57% | 17.56%-5.0pp | 34.67%-22.1pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,139 | $1,865+122.0% | $3,226+28.3% | $2,790+48.3% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,799 | $5,523-13.1% | $13,208-63.7% | $8,951-46.4% |