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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 | $63,499 | $107,666-41.0% | $102,184-37.9% | $154,746-59.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.67% | 29.33%-5.7pp | 31.58%-7.9pp | 172.34%-148.7pp |
| Employer contribution / active EE | $4,473 | $3,846+16.3% | $3,594+24.5% | $4,379+2.1% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,661 | $12,943-64.0% | $11,609-59.8% | $14,365-67.6% |