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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 | $97,289-34.7% | $92,805-31.6% | $155,188-59.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 23.67% | 29.03%-5.4pp | 31.59%-7.9pp | 148.84%-125.2pp |
| Employer contribution / active EE | $4,473 | $3,632+23.2% | $3,424+30.6% | $4,248+5.3% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,661 | $12,015-61.2% | $10,911-57.3% | $14,480-67.8% |