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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 | $39,747 | $136,860-71.0% | $120,344-67.0% | $154,746-74.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.52% | 21.38%-10.9pp | 20.30%-9.8pp | 172.34%-161.8pp |
| Employer contribution / active EE | $7,139 | $3,533+102.1% | $3,020+136.4% | $4,379+63.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,473 | $15,393-77.4% | $12,742-72.7% | $14,365-75.8% |