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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 | $76,821 | $145,431-47.2% | $211,142-63.6% | $87,485-12.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 43.67% | 27.21%+16.5pp | 46.84%-3.2pp | 26.06%+17.6pp |
| Employer contribution / active EE | $2,982 | $4,662-36.0% | $6,442-53.7% | $2,596+14.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,754 | $17,052-78.0% | $19,076-80.3% | $7,775-51.7% |