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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 | $68,470 | $72,114-5.1% | $108,745-37.0% | $62,881+8.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 9.39% | 13.41%-4.0pp | 46.22%-36.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,352 | $2,694+24.5% | $3,323+0.9% | $2,281+47.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,141 | $4,608-53.5% | $6,144-65.1% | $4,296-50.2% |