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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 | $76,634 | $153,311-50.0% | $109,313-29.9% | $273,972-72.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.44% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,643 | $3,932-32.8% | $3,166-16.5% | $5,287-50.0% |
| Admin fee / account holder | $1,585 | $8,076-80.4% | $5,666-72.0% | $10,133-84.4% |