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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 | $64,233 | $97,289-34.0% | $92,805-30.8% | $155,188-58.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 11.85% | 29.03%-17.2pp | 31.59%-19.7pp | 148.84%-137.0pp |
| Employer contribution / active EE | $9,134 | $3,632+151.5% | $3,424+166.8% | $4,248+115.0% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,611 | $12,015-78.3% | $10,911-76.1% | $14,480-82.0% |