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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 | $94,349 | $77,896+21.1% | $134,172-29.7% | $82,448+14.4% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 15.36% | 18.21%-2.9pp | 25.30%-9.9pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,357 | $2,159+148.1% | $3,420+56.6% | $2,551+110.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,256 | $6,336-80.2% | $12,016-89.5% | $7,234-82.6% |