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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 | $73,289 | $135,905-46.1% | $126,068-41.9% | $198,609-63.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 7.52% | 14.07%-6.5pp | 15.01%-7.5pp | 202.70%-195.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,622 | $8,523+71.5% | $8,214+78.0% | $6,977+109.6% |
| Admin fee / account holder | $70,854 | $21,036+236.8% | $18,264+288.0% | $19,030+272.3% |