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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 | $44,411 | $110,083-59.7% | $151,645-70.7% | $68,490-35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 9.55% | -10.12%+19.7pp | 3.34%+6.2pp | -7.85%+17.4pp |
| Employer contribution / active EE | $3,061 | $4,470-31.5% | $6,165-50.3% | $2,597+17.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,819 | $7,718-37.6% | $11,614-58.5% | $5,403-10.8% |