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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 | $59,270 | $104,098-43.1% | $140,514-57.8% | $94,015-37.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 14.57% | 15.14%-0.6pp | 14.36%+0.2pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,857 | $2,388+19.6% | $3,378-15.4% | $2,790+2.4% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $867 | $10,439-91.7% | $13,697-93.7% | $8,951-90.3% |