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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 | $149,446-45.1% | $256,809-68.1% | $94,015-12.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 23.43% | 17.55%+5.9pp | 32.73%-9.3pp | 17.84%+5.6pp |
| Employer contribution / active EE | $3,239 | $4,596-29.5% | $7,263-55.4% | $2,790+16.1% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,526 | $24,035-81.2% | $25,146-82.0% | $8,951-49.4% |