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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 | $59,730 | $60,349-1.0% | $74,184-19.5% | $62,881-5.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 21.32% | 21.38%-0.1pp | 17.74%+3.6pp | 20.14%+1.2pp |
| Employer contribution / active EE | $1,695 | $1,680+0.9% | $2,370-28.5% | $2,281-25.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,549 | $4,261-40.2% | $5,586-54.4% | $4,296-40.7% |