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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 | $59,013 | $81,446-27.5% | $103,374-42.9% | $80,874-27.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.24% | 25.57%-7.3pp | 24.89%-6.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $4,533 | $3,107+45.9% | $3,869+17.2% | $2,756+64.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,780 | $6,715-73.5% | $8,394-78.8% | $6,935-74.3% |