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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 | $48,035 | $105,623-54.5% | $87,502-45.1% | $273,972-82.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.39% | 12.26%-3.9pp | 12.21%-3.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,850 | $3,601-20.8% | $3,149-9.5% | $5,287-46.1% |
| Admin fee / account holder | $2,020 | $4,781-57.7% | $4,221-52.1% | $10,133-80.1% |