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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 | $64,202 | $41,377+55.2% | $109,313-41.3% | $62,881+2.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.03% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,489 | $1,276+16.7% | $3,892-61.7% | $2,281-34.7% |
| Participant deferral / active EE | $908 | $2,045-55.6% | $3,166-71.3% | $3,203-71.7% |
| Admin fee / account holder | $4,916 | $2,884+70.5% | $5,666-13.2% | $4,296+14.4% |