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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 | $74,945 | $142,972-47.6% | $214,702-65.1% | $86,983-13.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 17.01% | 18.49%-1.5pp | 54.55%-37.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,724 | $4,635-19.7% | $6,461-42.4% | $2,584+44.1% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $339 | $17,617-98.1% | $19,830-98.3% | $7,856-95.7% |