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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 | $59,491 | $72,177-17.6% | $115,038-48.3% | $59,633-0.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 24.10% | 12.02%+12.1pp | 26.14%-2.0pp | 2041.45%-2017.3pp |
| Employer contribution / active EE | $3,111 | $2,841+9.5% | $4,608-32.5% | $2,203+41.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,586 | $4,927-67.8% | $8,175-80.6% | $4,297-63.1% |