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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 | $125,992 | $174,379-27.7% | $152,093-17.2% | $138,895-9.3% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 15.59% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $21,276 | $4,652+357.4% | $4,175+409.6% | $4,194+407.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $876 | $16,880-94.8% | $14,497-94.0% | $12,562-93.0% |