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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 | $45,857 | $52,836-13.2% | $105,736-56.6% | $64,173-28.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 15.02% | 14.30%+0.7pp | 6.27%+8.7pp | 7.63%+7.4pp |
| Employer contribution / active EE | $3,036 | $1,827+66.2% | $3,268-7.1% | $2,381+27.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $675 | $3,959-82.9% | $6,913-90.2% | $4,887-86.2% |