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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 | $66,786 | $86,298-22.6% | $111,308-40.0% | $85,847-22.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 36.08% | 19.99%+16.1pp | 54.67%-18.6pp | 318.61%-282.5pp |
| Employer contribution / active EE | $968 | $2,044-52.6% | $2,732-64.6% | $2,565-62.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $345 | $8,189-95.8% | $7,965-95.7% | $6,261-94.5% |