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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 | $35,546 | $135,956-73.9% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 24.18% | 56.63%-32.4pp | 47.52%-23.3pp | 41.46%-17.3pp |
| Employer contribution / active EE | $3,545 | $5,170-31.4% | $4,617-23.2% | $4,869-27.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,121 | $9,817-88.6% | $8,357-86.6% | $10,133-88.9% |