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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 | $70,480 | $118,488-40.5% | $98,462-28.4% | $139,487-49.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.89% | 18.96%-5.1pp | 21.17%-7.3pp | 373.84%-360.0pp |
| Employer contribution / active EE | $4,167 | $3,611+15.4% | $3,049+36.7% | $4,755-12.4% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $874 | $13,868-93.7% | $8,875-90.1% | $11,407-92.3% |