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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 | $70,095 | $211,946-66.9% | $169,452-58.6% | $135,380-48.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.41% | 3.26%+3.1pp | 1.83%+4.6pp | 519.81%-513.4pp |
| Employer contribution / active EE | $4,118 | $5,117-19.5% | $4,157-0.9% | $4,779-13.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $505 | $11,472-95.6% | $9,110-94.5% | $10,828-95.3% |