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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 | $66,183 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 53.88% | 74.59%-20.7pp | 66.58%-12.7pp | 220.34%-166.5pp |
| Employer contribution / active EE | $24,206 | $4,804+403.9% | $4,554+431.5% | $4,156+482.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,019 | $14,344-65.0% | $13,129-61.8% | $12,270-59.1% |