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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 | $107,552 | $154,228-30.3% | $145,433-26.0% | $137,256-21.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.31% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,975 | $8,216-2.9% | $7,897+1.0% | $6,407+24.5% |
| Admin fee / account holder | $36,730 | $14,344+156.1% | $13,129+179.8% | $12,270+199.3% |