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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 | $48,120 | $81,446-40.9% | $103,374-53.5% | $80,874-40.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.81% | 25.57%-3.8pp | 24.89%-3.1pp | 35.62%-13.8pp |
| Employer contribution / active EE | $1,326 | $3,107-57.3% | $3,869-65.7% | $2,756-51.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,294 | $6,715-21.2% | $8,394-36.9% | $6,935-23.7% |