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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 | $50,587 | $215,361-76.5% | $171,082-70.4% | $273,972-81.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.72% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,643 | $4,967-46.8% | $4,002-34.0% | $4,869-45.7% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,026 | $10,846-62.9% | $8,520-52.7% | $10,133-60.3% |