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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 | $75,138 | $80,992-7.2% | $96,534-22.2% | $75,1730% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.03% | 27.05%-7.0pp | 25.88%-5.8pp | 160.72%-140.7pp |
| Employer contribution / active EE | $2,182 | $2,283-4.4% | $2,965-26.4% | $2,671-18.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,659 | $6,717+43.8% | $8,253+17.0% | $5,651+70.9% |