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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 | $92,766 | $165,361-43.9% | $149,715-38.0% | $158,950-41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.38% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,290 | $7,182+85.1% | $6,842+94.2% | $5,983+122.1% |
| Admin fee / account holder | $26,471 | $10,808+144.9% | $9,310+184.3% | $11,248+135.3% |