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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 | $37,783 | $184,014-79.5% | $161,149-76.6% | $138,895-72.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.28% | 21.52%-5.2pp | 21.16%-4.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,667 | $5,055-67.0% | $4,360-61.8% | $4,194-60.3% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $768 | $18,027-95.7% | $15,194-94.9% | $12,562-93.9% |