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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 | $46,389 | $86,949-46.6% | $102,460-54.7% | $80,959-42.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.60% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,557 | $2,370+50.1% | $3,025+17.6% | $2,757+29.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,349 | $8,048-46.0% | $9,460-54.0% | $6,925-37.2% |