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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 | $69,311 | $162,967-57.5% | $135,792-49.0% | $138,895-50.1% |
| Participation rate | 0.0% | 78.3%-78.3pp | 72.6%-72.6pp | 79.9%-79.9pp |
| Annual return | 15.96% | 30.08%-14.1pp | 25.96%-10.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,238 | $15,306-91.9% | $12,266-89.9% | $12,562-90.1% |