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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 | $106,826 | $181,896-41.3% | $156,551-31.8% | $273,972-61.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.43% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $6,333 | $6,248+1.4% | $5,501+15.1% | $4,869+30.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,049 | $15,560-93.3% | $13,028-91.9% | $10,133-89.6% |