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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 | $21,740 | $181,062-88.0% | $158,223-86.3% | $155,188-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.04% | 57.39%-46.3pp | 52.09%-41.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,143 | $4,565-53.0% | $4,109-47.8% | $4,248-49.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,868 | $18,825-90.1% | $16,047-88.4% | $14,480-87.1% |