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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 | $49,413 | $60,349-18.1% | $74,184-33.4% | $62,881-21.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.51% | 21.38%-10.9pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $633 | $1,680-62.3% | $2,370-73.3% | $2,281-72.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,792 | $4,261+12.5% | $5,586-14.2% | $4,296+11.5% |