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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 | $68,151 | $181,896-62.5% | $156,551-56.5% | $273,972-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.70% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,571 | $6,248-42.8% | $5,501-35.1% | $4,869-26.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,394 | $15,560-91.0% | $13,028-89.3% | $10,133-86.2% |