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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 | $74,310 | $87,733-15.3% | $106,555-30.3% | $85,847-13.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.95% | 21.86%-8.9pp | 26.80%-13.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $2,568 | $2,073+23.9% | $2,819-8.9% | $2,565+0.1% |
| Participant deferral / active EE | $2,904 | $3,469-16.3% | $4,399-34.0% | $3,952-26.5% |
| Admin fee / account holder | $362 | $6,767-94.6% | $7,408-95.1% | $6,261-94.2% |