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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 | $69,140 | $153,769-55.0% | $133,975-48.4% | $273,972-74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.31% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,214 | $6,029-46.7% | $5,211-38.3% | $4,869-34.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,661 | $11,765-85.9% | $9,324-82.2% | $10,133-83.6% |