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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 | $89,973 | $138,312-34.9% | $122,979-26.8% | $155,188-42.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.76% | 22.06%-14.3pp | 20.12%-12.4pp | 148.84%-141.1pp |
| Employer contribution / active EE | $813 | $3,530-77.0% | $3,062-73.5% | $4,248-80.9% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,640 | $15,089-75.9% | $12,864-71.7% | $14,480-74.9% |