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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 | $199,109-60.1% | $173,730-54.3% | $154,746-48.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.39% | 20.02%-9.6pp | 19.96%-9.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,667 | $5,311-68.6% | $4,577-63.6% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,847 | $20,916-86.4% | $17,523-83.8% | $14,365-80.2% |