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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 | $63,521 | $67,606-6.0% | $82,313-22.8% | $70,124-9.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 43.97% | 21.57%+22.4pp | 25.88%+18.1pp | 73.14%-29.2pp |
| Employer contribution / active EE | $2,314 | $1,755+31.8% | $2,428-4.7% | $2,342-1.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,378 | $4,512-69.5% | $5,608-75.4% | $4,645-70.3% |