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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 | $62,053 | $178,174-65.2% | $156,181-60.3% | $137,256-54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.56% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,564 | $4,972-8.2% | $4,294+6.3% | $4,156+9.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $337 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |