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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 | $60,596 | $153,769-60.6% | $133,975-54.8% | $273,972-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 44.87% | 36.51%+8.4pp | 29.29%+15.6pp | 41.46%+3.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,263 | $6,958-24.4% | $6,282-16.2% | $5,287-0.5% |
| Admin fee / account holder | $29,204 | $11,765+148.2% | $9,324+213.2% | $10,133+188.2% |