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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 | $113,144 | $127,386-11.2% | $115,037-1.6% | $125,388-9.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.48% | 31.28%-29.8pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,831 | $6,423+68.6% | $6,026+79.7% | $5,352+102.4% |
| Admin fee / account holder | $1,481 | $9,516-84.4% | $8,175-81.9% | $9,541-84.5% |