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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 | $77,449 | $136,307-43.2% | $106,619-27.4% | $273,972-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.58% | 11.05%-7.5pp | 9.42%-5.8pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,647 | $5,190-49.0% | $3,947-32.9% | $4,869-45.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,832 | $8,625-32.4% | $6,418-9.1% | $10,133-42.4% |