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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 | $94,224 | $87,733+7.4% | $106,551-11.6% | $85,856+9.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 53.43% | 21.86%+31.6pp | 26.80%+26.6pp | 318.58%-265.2pp |
| Employer contribution / active EE | $665 | $2,073-67.9% | $2,819-76.4% | $2,565-74.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $434 | $6,767-93.6% | $7,408-94.1% | $6,261-93.1% |