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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 | $74,095 | $162,967-54.5% | $135,792-45.4% | $138,895-46.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.76% | 30.08%-17.3pp | 25.96%-13.2pp | 145.39%-132.6pp |
| Employer contribution / active EE | $6,195 | $4,211+47.1% | $3,496+77.2% | $4,194+47.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $913 | $15,306-94.0% | $12,266-92.6% | $12,562-92.7% |