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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 | $62,645 | $76,551-18.2% | $123,894-49.4% | $62,881-0.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 15.34% | 18.68%-3.3pp | 47.52%-32.2pp | 20.14%-4.8pp |
| Employer contribution / active EE | $3,053 | $2,882+5.9% | $4,617-33.9% | $2,281+33.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $545 | $4,826-88.7% | $8,357-93.5% | $4,296-87.3% |