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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 | $138,312-71.3% | $122,979-67.7% | $155,188-74.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.52% | 22.06%-11.5pp | 20.12%-9.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $7,139 | $3,530+102.2% | $3,062+133.1% | $4,248+68.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,473 | $15,089-77.0% | $12,864-73.0% | $14,480-76.0% |