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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 | $50,399 | $56,894-11.4% | $84,753-40.5% | $62,881-19.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.61% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.5pp |
| Employer contribution / active EE | $5,833 | $2,400+143.1% | $3,574+63.2% | $2,281+155.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,273 | $3,581-64.5% | $5,333-76.1% | $4,296-70.4% |