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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 | $46,426 | $53,596-13.4% | $90,657-48.8% | $64,173-27.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 10.83% | 4.41%+6.4pp | 1.89%+8.9pp | 7.63%+3.2pp |
| Employer contribution / active EE | $670 | $1,503-55.4% | $2,532-73.5% | $2,381-71.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,490 | $3,868-9.8% | $4,994-30.1% | $4,887-28.6% |