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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 | $72,778 | $174,379-58.3% | $152,093-52.1% | $138,895-47.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.69% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $5,136 | $4,652+10.4% | $4,175+23.0% | $4,194+22.5% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $20,229 | $16,880+19.8% | $14,497+39.5% | $12,562+61.0% |