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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 | $77,460-15.6% | $100,378-34.9% | $80,925-19.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 25.50% | 37.24%-11.7pp | 49.41%-23.9pp | 35.65%-10.1pp |
| Employer contribution / active EE | $3,815 | $2,801+36.2% | $3,942-3.2% | $2,756+38.4% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $837 | $5,887-85.8% | $7,899-89.4% | $6,940-87.9% |