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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 | $142,972-42.7% | $214,702-61.8% | $86,983-5.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 23.43% | 18.49%+4.9pp | 54.55%-31.1pp | 25.83%-2.4pp |
| Employer contribution / active EE | $3,239 | $4,635-30.1% | $6,461-49.9% | $2,584+25.3% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,526 | $17,617-74.3% | $19,830-77.2% | $7,856-42.4% |