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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 | $184,014-66.3% | $161,149-61.5% | $138,895-55.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 10.56% | 21.52%-11.0pp | 21.16%-10.6pp | 145.39%-134.8pp |
| Employer contribution / active EE | $4,564 | $5,055-9.7% | $4,360+4.7% | $4,194+8.8% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $337 | $18,027-98.1% | $15,194-97.8% | $12,562-97.3% |