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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 | $65,170 | $65,322-0.2% | $70,476-7.5% | $73,493-11.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 15.71% | 15.71%0pp | 109.12%-93.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,524 | $2,460-38.0% | $2,738-44.3% | $2,270-32.9% |
| Participant deferral / active EE | $1,345 | $3,375-60.1% | $3,710-63.7% | $3,740-64.0% |
| Admin fee / account holder | $2,248 | $214+950.4% | $3,847-41.6% | $513+338.2% |