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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 | $62,073 | $153,769-59.6% | $133,975-53.7% | $273,972-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.98% | 36.51%-22.5pp | 29.29%-15.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $9,308 | $6,029+54.4% | $5,211+78.6% | $4,869+91.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,961 | $11,765-83.3% | $9,324-79.0% | $10,133-80.6% |