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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 | $71,152 | $76,834-7.4% | $108,359-34.3% | $87,485-18.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 17.50% | 19.09%-1.6pp | 36.89%-19.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,157 | $1,556-25.6% | $2,399-51.8% | $2,596-55.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,542 | $6,537-61.1% | $9,741-73.9% | $7,775-67.3% |