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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 | $43,193 | $69,977-38.3% | $108,582-60.2% | $62,881-31.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.80% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,269 | $2,135+53.1% | $3,758-13.0% | $2,281+43.3% |
| Participant deferral / active EE | $2,945 | $3,165-6.9% | $4,311-31.7% | $3,203-8.0% |
| Admin fee / account holder | $1,843 | $5,076-63.7% | $7,645-75.9% | $4,296-57.1% |