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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 | $57,016 | $61,660-7.5% | $80,022-28.7% | $64,173-11.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.44% | -0.33%+17.8pp | 11.22%+6.2pp | 7.63%+9.8pp |
| Employer contribution / active EE | $13,636 | $1,810+653.2% | $2,468+452.5% | $2,381+472.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $858 | $5,417-84.2% | $6,521-86.8% | $4,887-82.4% |