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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 | $93,078 | $153,769-39.5% | $133,975-30.5% | $273,972-66.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.94% | 36.51%-24.6pp | 29.29%-17.4pp | 41.46%-29.5pp |
| Employer contribution / active EE | $4,000 | $6,029-33.7% | $5,211-23.2% | $4,869-17.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $570 | $11,765-95.2% | $9,324-93.9% | $10,133-94.4% |