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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 | $51,508 | $153,311-66.4% | $109,313-52.9% | $273,972-81.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.01% | 29.86%-22.9pp | 22.07%-15.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,565 | $3,932-60.2% | $3,166-50.6% | $5,287-70.4% |
| Admin fee / account holder | $1,981 | $8,076-75.5% | $5,666-65.0% | $10,133-80.4% |