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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 | $53,033 | $60,349-12.1% | $74,184-28.5% | $62,881-15.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 27.16% | 21.38%+5.8pp | 17.74%+9.4pp | 20.14%+7.0pp |
| Employer contribution / active EE | $9,505 | $1,680+465.7% | $2,370+301.0% | $2,281+316.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,583 | $4,261-39.4% | $5,586-53.8% | $4,296-39.9% |