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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 | $84,648 | $153,311-44.8% | $109,313-22.6% | $273,972-69.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.94% | 29.86%-23.9pp | 22.07%-16.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,958 | $5,619-47.4% | $3,892-24.0% | $4,869-39.2% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $599 | $8,076-92.6% | $5,666-89.4% | $10,133-94.1% |