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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 | $65,787 | $127,387-48.4% | $115,038-42.8% | $125,389-47.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.65% | 31.28%-28.6pp | 26.14%-23.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $6,690 | $5,166+29.5% | $4,608+45.2% | $4,866+37.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,594 | $9,516-41.2% | $8,175-31.6% | $9,541-41.4% |