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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 | $75,148 | $76,551-1.8% | $123,894-39.3% | $62,881+19.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.21% | 18.68%+0.5pp | 47.52%-28.3pp | 20.14%-0.9pp |
| Employer contribution / active EE | $2,244 | $2,882-22.1% | $4,617-51.4% | $2,281-1.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $325 | $4,826-93.3% | $8,357-96.1% | $4,296-92.4% |