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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 | $28,856 | $73,978-61.0% | $96,515-70.1% | $75,173-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 20.66% | 26.72%-6.1pp | 35.73%-15.1pp | 160.72%-140.1pp |
| Employer contribution / active EE | $2,692 | $2,931-8.1% | $3,740-28.0% | $2,671+0.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,665 | $5,219+27.7% | $6,735-1.0% | $5,651+17.9% |