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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 | $59,013 | $81,504-27.6% | $102,437-42.4% | $80,959-27.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 18.24% | 25.60%-7.4pp | 24.95%-6.7pp | 35.67%-17.4pp |
| Employer contribution / active EE | $4,533 | $3,104+46.1% | $3,871+17.1% | $2,757+64.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,780 | $6,719-73.5% | $8,388-78.8% | $6,925-74.3% |