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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 | $61,474 | $123,155-50.1% | $108,753-43.5% | $155,188-60.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.78% | 44.73%-30.0pp | 37.47%-22.7pp | 148.84%-134.1pp |
| Employer contribution / active EE | $5,041 | $2,811+79.3% | $2,427+107.7% | $4,248+18.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $789 | $12,126-93.5% | $10,320-92.4% | $14,480-94.5% |