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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 | $57,944 | $143,969-59.8% | $199,883-71.0% | $82,637-29.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.00% | 25.67%-10.7pp | 43.81%-28.8pp | 53.51%-38.5pp |
| Employer contribution / active EE | $6,008 | $4,632+29.7% | $6,261-4.0% | $2,552+135.4% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,979 | $14,597-72.7% | $17,268-77.0% | $7,339-45.8% |