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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 | $43,725 | $71,878-39.2% | $86,698-49.6% | $68,486-36.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 15.68% | 3.53%+12.1pp | 35.95%-20.3pp | -7.85%+23.5pp |
| Employer contribution / active EE | $3,708 | $2,173+70.6% | $2,837+30.7% | $2,597+42.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,254 | $6,113-14.0% | $7,493-29.9% | $5,404-2.8% |