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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 | $44,798 | $62,583-28.4% | $76,767-41.6% | $64,173-30.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.80% | -1.95%+11.7pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $1,000 | $1,832-45.4% | $2,485-59.8% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,220 | $4,667-9.6% | $6,675-36.8% | $4,887-13.7% |