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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 | $82,737 | $116,462-29.0% | $400,691-79.4% | $116,462-29.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 75.9%+24.1pp | 74.7%+25.3pp |
| Annual return | 17.67% | 15.65%+2.0pp | -1.11%+18.8pp | 15.65%+2.0pp |
| Employer contribution / active EE | $4,599 | $3,231+42.3% | $8,652-46.8% | $3,231+42.3% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $5,247-100.0% | $3,836-100.0% |
| Admin fee / account holder | $937 | $12,754-92.7% | $12,841-92.7% | $12,754-92.7% |