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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 | $66,757 | $99,341-32.8% | $84,750-21.2% | $273,965-75.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.13% | 22.93%-18.8pp | 22.78%-18.7pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,500 | $4,214-64.4% | $3,574-58.0% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,924 | $6,644-56.0% | $5,332-45.2% | $10,132-71.1% |