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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 | $62,374 | $62,583-0.3% | $76,767-18.7% | $64,173-2.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 32.28% | -1.95%+34.2pp | 2.43%+29.8pp | 7.63%+24.6pp |
| Employer contribution / active EE | $6,912 | $1,832+277.3% | $2,485+178.1% | $2,381+190.3% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,636 | $4,667+20.8% | $6,675-15.6% | $4,887+15.3% |