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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 | $54,928 | $99,345-44.7% | $84,753-35.2% | $273,972-80.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.71% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,458 | $4,214-41.7% | $3,574-31.2% | $4,869-49.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $742 | $6,645-88.8% | $5,333-86.1% | $10,133-92.7% |