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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 | $81,982 | $146,267-44.0% | $197,124-58.4% | $82,448-0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.43% | 29.61%-6.2pp | 44.34%-20.9pp | 41.64%-18.2pp |
| Employer contribution / active EE | $3,239 | $4,723-31.4% | $6,227-48.0% | $2,551+27.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,526 | $14,422-68.6% | $16,298-72.2% | $7,234-37.4% |