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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 | $115,701 | $165,381-30.0% | $149,730-22.7% | $158,966-27.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.69% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,826 | $7,182+22.9% | $6,843+29.0% | $5,983+47.5% |
| Admin fee / account holder | $1,374 | $10,809-87.3% | $9,310-85.2% | $11,250-87.8% |