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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 | $53,314 | $41,377+28.8% | $109,313-51.2% | $62,881-15.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.81% | 11.05%-4.2pp | 22.07%-15.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,302 | $1,276+80.4% | $3,892-40.9% | $2,281+0.9% |
| Participant deferral / active EE | $1,063 | $2,045-48.0% | $3,166-66.4% | $3,203-66.8% |
| Admin fee / account holder | $1,670 | $2,884-42.1% | $5,666-70.5% | $4,296-61.1% |