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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 | $61,296 | $211,946-71.1% | $169,452-63.8% | $135,380-54.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.67% | 3.26%+2.4pp | 1.83%+3.8pp | 519.81%-514.1pp |
| Employer contribution / active EE | $8,066 | $5,117+57.6% | $4,157+94.0% | $4,779+68.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,023 | $11,472-3.9% | $9,110+21.0% | $10,828+1.8% |