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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 | $76,074 | $115,903-34.4% | $100,528-24.3% | $158,966-52.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.62% | 34.80%-14.2pp | 30.90%-10.3pp | 302.95%-282.3pp |
| Employer contribution / active EE | $833 | $4,105-79.7% | $3,419-75.6% | $4,762-82.5% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $717 | $11,000-93.5% | $8,084-91.1% | $11,250-93.6% |