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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 | $48,197 | $65,703-26.6% | $94,224-48.8% | $59,632-19.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 2.47% | 5.22%-2.8pp | 10.68%-8.2pp | 2041.32%-2038.9pp |
| Employer contribution / active EE | $2,973 | $2,021+47.1% | $3,587-17.1% | $2,203+35.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5,075 | $4,264+19.0% | $6,269-19.0% | $4,297+18.1% |