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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 | $190,464 | $139,948+36.1% | $121,663+56.6% | $154,746+23.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.46% | 230.52%-215.1pp | 147.54%-132.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,943 | $5,629-65.5% | $4,887-60.3% | $6,730-71.1% |
| Admin fee / account holder | $1,003 | $17,321-94.2% | $14,289-93.0% | $14,365-93.0% |