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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 | $107,666-35.0% | $102,184-31.5% | $154,746-54.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.98% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,500 | $8,719+31.9% | $8,309+38.4% | $6,730+70.9% |
| Admin fee / account holder | $20,816 | $12,943+60.8% | $11,609+79.3% | $14,365+44.9% |