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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 | $56,589 | $275,752-79.5% | $256,809-78.0% | $198,609-71.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.96% | 34.81%-25.9pp | 32.73%-23.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $3,348 | $7,721-56.6% | $7,263-53.9% | $5,055-33.8% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,183 | $25,716-87.6% | $25,146-87.3% | $19,030-83.3% |