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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 | $247,593 | $289,147-14.4% | $1,212,119-79.6% | $289,147-14.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 100.0%0pp | 80.8%+19.2pp |
| Annual return | 14.29% | 12.61%+1.7pp | -0.77%+15.1pp | 12.61%+1.7pp |
| Employer contribution / active EE | $6,937 | $13,617-49.1% | $28,924-76.0% | $13,617-49.1% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $15,500-100.0% | $5,372-100.0% |
| Admin fee / account holder | $490 | $23,026-97.9% | $4,037-87.9% | $23,026-97.9% |