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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 | $63,499 | $100,970-37.1% | $96,576-34.2% | $137,256-53.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.67% | 38.16%-14.5pp | 38.47%-14.8pp | 220.34%-196.7pp |
| Employer contribution / active EE | $4,473 | $3,809+17.4% | $3,553+25.9% | $4,156+7.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,661 | $11,312-58.8% | $11,381-59.0% | $12,270-62.0% |