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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 | $81,134 | $72,114+12.5% | $108,745-25.4% | $62,881+29.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 5.68% | 13.41%-7.7pp | 46.22%-40.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,585 | $2,694-41.1% | $3,323-52.3% | $2,281-30.5% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,560 | $4,608-44.4% | $6,144-58.3% | $4,296-40.4% |