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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 | $25,844 | $41,377-37.5% | $109,313-76.4% | $62,881-58.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 7.55% | 11.05%-3.5pp | 22.07%-14.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,556 | $1,276+22.0% | $3,892-60.0% | $2,281-31.8% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,045 | $2,884+5.6% | $5,666-46.3% | $4,296-29.1% |