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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 | $45,345 | $178,174-74.6% | $156,181-71.0% | $137,256-67.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.18% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,769 | $4,972-4.1% | $4,294+11.1% | $4,156+14.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $547 | $17,404-96.9% | $14,586-96.2% | $12,270-95.5% |