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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 | $57,341 | $65,712-12.7% | $57,196+0.3% | $273,972-79.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.55% | 22.01%-16.5pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,901 | $3,782+3.2% | $3,096+26.0% | $5,287-26.2% |
| Admin fee / account holder | $7,621 | $4,838+57.5% | $3,141+142.7% | $10,133-24.8% |