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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 | $81,446-47.7% | $103,374-58.8% | $80,874-47.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.44% | 25.57%-12.1pp | 24.89%-11.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $4,253 | $3,107+36.9% | $3,869+9.9% | $2,756+54.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $875 | $6,715-87.0% | $8,394-89.6% | $6,935-87.4% |