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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 | $65,384 | $77,523-15.7% | $100,383-34.9% | $80,874-19.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 25.50% | 37.21%-11.7pp | 49.26%-23.8pp | 35.62%-10.1pp |
| Employer contribution / active EE | $3,815 | $2,801+36.2% | $3,944-3.3% | $2,756+38.4% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $837 | $5,899-85.8% | $7,900-89.4% | $6,935-87.9% |