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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 | $44,038 | $80,983-45.6% | $96,544-54.4% | $75,177-41.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.19% | 27.05%-12.9pp | 25.88%-11.7pp | 160.75%-146.6pp |
| Employer contribution / active EE | $3,030 | $2,282+32.8% | $2,966+2.2% | $2,671+13.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $925 | $6,717-86.2% | $8,254-88.8% | $5,651-83.6% |