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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 | $63,776 | $72,471-12.0% | $94,215-32.3% | $86,983-26.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 12.19% | 26.44%-14.3pp | 28.22%-16.0pp | 25.83%-13.6pp |
| Employer contribution / active EE | $3,395 | $1,936+75.4% | $2,675+26.9% | $2,584+31.4% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,320 | $6,468-48.7% | $10,216-67.5% | $7,856-57.7% |