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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 | $45,916 | $81,358-43.6% | $155,556-70.5% | $80,959-43.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.74% | 33.39%-18.6pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,068 | $3,455+46.7% | $5,631-10.0% | $4,300+17.9% |
| Admin fee / account holder | $831 | $7,994-89.6% | $15,885-94.8% | $6,925-88.0% |