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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 | $66,596 | $87,733-24.1% | $106,555-37.5% | $85,847-22.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 20.34% | 21.86%-1.5pp | 26.80%-6.5pp | 318.61%-298.3pp |
| Employer contribution / active EE | $16,001 | $2,073+671.9% | $2,819+467.5% | $2,565+523.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $330 | $6,767-95.1% | $7,408-95.5% | $6,261-94.7% |