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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 | $58,071 | $95,453-39.2% | $112,040-48.2% | $82,448-29.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.50% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $5,894 | $2,318+154.3% | $2,954+99.5% | $2,551+131.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,270 | $9,013-41.5% | $12,098-56.4% | $7,234-27.2% |