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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 | $69,981 | $135,905-48.5% | $126,068-44.5% | $198,609-64.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.98% | 14.07%+5.9pp | 15.01%+5.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,500 | $8,523+34.9% | $8,214+40.0% | $6,977+64.8% |
| Admin fee / account holder | $20,816 | $21,036-1.0% | $18,264+14.0% | $19,030+9.4% |