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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 | $69,591 | $166,020-58.1% | $164,866-57.8% | $145,959-52.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.33% | 100.08%-87.8pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $5,556 | $5,275+5.3% | $4,343+27.9% | $4,661+19.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $751 | $16,644-95.5% | $12,689-94.1% | $13,398-94.4% |