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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 | $57,321 | $101,795-43.7% | $165,100-65.3% | $80,959-29.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.51% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,298 | $2,954+11.7% | $4,348-24.1% | $2,757+19.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,993 | $8,221-39.3% | $12,696-60.7% | $6,925-27.9% |