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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 | $79,395 | $254,759-68.8% | $216,567-63.3% | $198,609-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 10.39% | 10.04%+0.3pp | 12.94%-2.6pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,667 | $6,096-72.7% | $5,216-68.0% | $5,055-67.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,847 | $26,311-89.2% | $21,981-87.0% | $19,030-85.0% |