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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 | $43,477 | $153,769-71.7% | $133,975-67.5% | $273,972-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.80% | 36.51%-27.7pp | 29.29%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $7,714 | $6,029+28.0% | $5,211+48.0% | $4,869+58.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,346 | $11,765-80.1% | $9,324-74.8% | $10,133-76.8% |