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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 | $65,061 | $76,371-14.8% | $93,621-30.5% | $72,975-10.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.95% | 25.82%-1.9pp | 32.76%-8.8pp | 81.01%-57.1pp |
| Employer contribution / active EE | $3,489 | $2,276+53.3% | $2,719+28.3% | $2,440+43.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,021 | $6,839-70.4% | $7,890-74.4% | $5,124-60.6% |