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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 | $43,791 | $135,956-67.8% | $123,894-64.7% | $273,972-84.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.38% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,824 | $6,343+23.4% | $5,984+30.7% | $5,287+48.0% |
| Admin fee / account holder | $1,508 | $9,817-84.6% | $8,357-82.0% | $10,133-85.1% |