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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 | $67,765 | $124,425-45.5% | $112,040-39.5% | $137,256-50.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.48% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,778 | $3,411-18.6% | $2,954-6.0% | $4,156-33.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,444 | $15,207-90.5% | $12,098-88.1% | $12,270-88.2% |