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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 | $65,821 | $228,352-71.2% | $185,827-64.6% | $158,950-58.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.80% | 40.81%-26.0pp | 35.96%-21.2pp | 302.91%-288.1pp |
| Employer contribution / active EE | $2,778 | $4,967-44.1% | $4,087-32.0% | $4,762-41.7% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,510 | $11,867-87.3% | $9,502-84.1% | $11,248-86.6% |