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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 | $104,693 | $215,361-51.4% | $171,082-38.8% | $273,972-61.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.47% | 25.14%-22.7pp | 32.56%-30.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $16,500 | $5,543+197.7% | $4,797+243.9% | $5,287+212.1% |
| Admin fee / account holder | $2,765 | $10,846-74.5% | $8,520-67.5% | $10,133-72.7% |