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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 | $42,571 | $81,504-47.8% | $102,437-58.4% | $80,959-47.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.44% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $4,253 | $3,104+37.0% | $3,871+9.9% | $2,757+54.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $875 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |