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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 | $32,621 | $49,025-33.5% | $87,502-62.7% | $62,881-48.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.47% | 10.02%-4.6pp | 12.21%-6.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,207 | $2,289+83.8% | $3,149+33.6% | $3,203+31.3% |
| Admin fee / account holder | $1,177 | $4,065-71.0% | $4,221-72.1% | $4,296-72.6% |