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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 | $78,888 | $184,014-57.1% | $161,149-51.0% | $138,895-43.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.46% | 21.52%-7.1pp | 21.16%-6.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,497 | $5,055-30.8% | $4,360-19.8% | $4,194-16.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,836 | $18,027-89.8% | $15,194-87.9% | $12,562-85.4% |