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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 | $43,728 | $81,446-46.3% | $103,374-57.7% | $80,874-45.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 27.58% | 25.57%+2.0pp | 24.89%+2.7pp | 35.62%-8.0pp |
| Employer contribution / active EE | $9,236 | $3,107+197.3% | $3,869+138.7% | $2,756+235.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $755 | $6,715-88.8% | $8,394-91.0% | $6,935-89.1% |