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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 | $95,921 | $254,759-62.3% | $216,567-55.7% | $198,609-51.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.65% | 10.04%-2.4pp | 12.94%-5.3pp | 202.70%-195.0pp |
| Employer contribution / active EE | $2,105 | $6,096-65.5% | $5,216-59.6% | $5,055-58.4% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,582 | $26,311-94.0% | $21,981-92.8% | $19,030-91.7% |