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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 | $65,419 | $103,164-36.6% | $90,259-27.5% | $154,746-57.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 7.45% | 19.25%-11.8pp | 18.88%-11.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $4,000 | $2,532+58.0% | $2,291+74.6% | $4,379-8.7% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $506 | $8,593-94.1% | $7,267-93.0% | $14,365-96.5% |