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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 | $51,461 | $45,082+14.2% | $69,464-25.9% | $72,975-29.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.80% | 22.66%-16.9pp | 28.98%-23.2pp | 81.01%-75.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,321 | $2,604+104.4% | $3,536+50.5% | $3,608+47.5% |
| Admin fee / account holder | $4,483 | $3,057+46.6% | $3,840+16.7% | $5,124-12.5% |