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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 | $56,317 | $72,269-22.1% | $101,271-44.4% | $79,852-29.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.66% | 22.29%+0.4pp | 46.48%-23.8pp | 31.72%-9.1pp |
| Employer contribution / active EE | $5,233 | $2,692+94.4% | $3,660+43.0% | $2,471+111.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,796 | $4,401-36.5% | $5,948-53.0% | $5,306-47.3% |