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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 | $74,980 | $77,523-3.3% | $100,383-25.3% | $80,874-7.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 44.14% | 37.21%+6.9pp | 49.26%-5.1pp | 35.62%+8.5pp |
| Employer contribution / active EE | $3,746 | $2,801+33.7% | $3,944-5.0% | $2,756+36.0% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,714 | $5,899-70.9% | $7,900-78.3% | $6,935-75.3% |