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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 | $23,470 | $75,963-69.1% | $97,995-76.0% | $70,126-66.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 13.55% | 19.26%-5.7pp | 23.94%-10.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $17,667 | $3,278+438.9% | $4,158+324.9% | $2,343+654.2% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,982 | $5,407+47.6% | $5,943+34.3% | $4,645+71.8% |