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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 | $58,753 | $96,558-39.2% | $80,977-27.4% | $273,972-78.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.65% | 15.14%-9.5pp | 17.11%-11.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,289 | $4,869+29.2% | $3,715+69.3% | $4,869+29.2% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,293 | $7,493-56.1% | $5,517-40.3% | $10,133-67.5% |