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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 | $70,942 | $178,174-60.2% | $156,181-54.6% | $137,256-48.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 31.18% | 84.19%-53.0pp | 64.87%-33.7pp | 220.34%-189.2pp |
| Employer contribution / active EE | $4,958 | $4,972-0.3% | $4,294+15.5% | $4,156+19.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,783 | $17,404-89.8% | $14,586-87.8% | $12,270-85.5% |