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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 | $51,320 | $72,388-29.1% | $111,392-53.9% | $64,173-20.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 3.68% | -1.50%+5.2pp | -2.06%+5.7pp | 7.63%-4.0pp |
| Employer contribution / active EE | $1,923 | $3,000-35.9% | $4,328-55.6% | $2,381-19.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,914 | $5,719-14.1% | $12,266-59.9% | $4,887+0.5% |