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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 | $52,085 | $72,114-27.8% | $108,745-52.1% | $62,881-17.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 9.98% | 13.41%-3.4pp | 46.22%-36.2pp | 20.14%-10.2pp |
| Employer contribution / active EE | $4,802 | $2,694+78.3% | $3,323+44.5% | $2,281+110.5% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,991 | $4,608-56.8% | $6,144-67.6% | $4,296-53.7% |