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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 | $53,942 | $127,386-57.7% | $115,037-53.1% | $125,388-57.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 17.13% | 31.28%-14.1pp | 26.14%-9.0pp | 282.24%-265.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,819 | $6,423+68.4% | $6,026+79.5% | $5,352+102.2% |
| Admin fee / account holder | $1,088 | $9,516-88.6% | $8,175-86.7% | $9,541-88.6% |