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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 | $40,505 | $96,558-58.1% | $80,977-50.0% | $273,972-85.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.59% | 15.14%-5.6pp | 17.11%-7.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,635 | $4,869-25.3% | $3,715-2.1% | $4,869-25.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $766 | $7,493-89.8% | $5,517-86.1% | $10,133-92.4% |