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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 | $67,721 | $71,873-5.8% | $86,698-21.9% | $68,490-1.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 8.65% | 3.54%+5.1pp | 35.96%-27.3pp | -7.85%+16.5pp |
| Employer contribution / active EE | $14,545 | $2,173+569.3% | $2,837+412.7% | $2,597+460.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,801 | $6,110-70.5% | $7,492-76.0% | $5,403-66.7% |