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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 | $95,453-37.9% | $112,040-47.1% | $82,448-28.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.57% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,857 | $2,318+23.3% | $2,954-3.3% | $2,551+12.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $867 | $9,013-90.4% | $12,098-92.8% | $7,234-88.0% |