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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 | $47,707 | $99,345-52.0% | $84,753-43.7% | $273,972-82.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.41% | 22.93%-20.5pp | 22.78%-20.4pp | 41.46%-39.0pp |
| Employer contribution / active EE | $999 | $4,214-76.3% | $3,574-72.0% | $4,869-79.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $61,149 | $6,645+820.2% | $5,333+1046.6% | $10,133+503.5% |