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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 | $86,964 | $106,247-18.1% | $96,515-9.9% | $139,466-37.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.74% | 38.47%-17.7pp | 35.73%-15.0pp | 373.66%-352.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,379 | $5,456+71.9% | $4,880+92.2% | $6,712+39.7% |
| Admin fee / account holder | $531 | $7,885-93.3% | $6,735-92.1% | $11,409-95.3% |