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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 | $64,800 | $91,019-28.8% | $392,568-83.5% | $72,983-11.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 21.83% | 20.00%+1.8pp | 24.42%-2.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,553 | $2,751-7.2% | $3,783-32.5% | $2,440+4.6% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,346 | $4,895+50.1% | $6,260+17.3% | $5,124+43.4% |