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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 | $78,888 | $213,785-63.1% | $185,441-57.5% | $155,188-49.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.46% | 19.97%-5.5pp | 20.16%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,497 | $5,393-35.2% | $4,672-25.2% | $4,248-17.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,836 | $21,134-91.3% | $17,890-89.7% | $14,480-87.3% |