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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 | $67,253 | $83,485-19.4% | $125,192-46.3% | $72,975-7.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 17.72% | 25.77%-8.1pp | 43.79%-26.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $2,308 | $2,346-1.6% | $3,866-40.3% | $2,440-5.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,706 | $5,518-69.1% | $9,704-82.4% | $5,124-66.7% |