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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 | $53,943 | $76,564-29.5% | $105,582-48.9% | $94,015-42.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 12.51% | 20.69%-8.2pp | 18.61%-6.1pp | 17.84%-5.3pp |
| Employer contribution / active EE | $6,089 | $1,995+205.2% | $2,984+104.1% | $2,790+118.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,014 | $7,129-71.7% | $12,856-84.3% | $8,951-77.5% |