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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 | $145,552 | $181,898-20.0% | $156,552-7.0% | $273,970-46.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 74.83% | 30.74%+44.1pp | 32.23%+42.6pp | 41.46%+33.4pp |
| Employer contribution / active EE | $3,633 | $6,248-41.9% | $5,501-34.0% | $4,869-25.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $979 | $15,560-93.7% | $13,028-92.5% | $10,132-90.3% |