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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 | $58,817 | $45,087+30.5% | $69,483-15.4% | $72,976-19.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 12.15% | 22.67%-10.5pp | 28.99%-16.8pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,201 | $2,603-15.4% | $3,537-37.8% | $3,608-39.0% |
| Admin fee / account holder | $3,133 | $3,057+2.5% | $3,841-18.4% | $5,124-38.9% |