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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 | $76,179 | $133,998-43.1% | $112,263-32.1% | $134,545-43.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 2.24% | 47.17%-44.9pp | 27.49%-25.2pp | 418.37%-416.1pp |
| Employer contribution / active EE | $4,375 | $4,040+8.3% | $3,636+20.3% | $4,742-7.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $477 | $7,493-93.6% | $6,410-92.6% | $11,431-95.8% |