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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 | $57,696 | $48,300+19.5% | $40,145,923-99.9% | $62,881-8.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 4.83% | 6.95%-2.1pp | 5.24%-0.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,462 | $1,333+84.6% | $1,844+33.5% | $2,281+7.9% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $427 | $2,919-85.4% | $2,903-85.3% | $4,296-90.1% |