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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 | $71,725 | $135,956-47.2% | $123,894-42.1% | $273,972-73.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.66% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $32,824 | $5,170+534.9% | $4,617+611.0% | $4,869+574.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $373 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |