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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 | $99,347 | $117,904-15.7% | $102,457-3.0% | $145,978-31.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.37% | 31.80%-11.4pp | 29.41%-9.0pp | 550.52%-530.1pp |
| Employer contribution / active EE | $976 | $3,613-73.0% | $3,022-67.7% | $4,662-79.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $859 | $13,329-93.6% | $9,451-90.9% | $13,400-93.6% |