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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 | $105,523 | $135,905-22.4% | $126,068-16.3% | $198,609-46.9% |
| Participation rate | 0.0% | 85.6%-85.6pp | 84.7%-84.7pp | 82.4%-82.4pp |
| Annual return | 19.80% | 14.07%+5.7pp | 15.01%+4.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25,271 | $21,036+20.1% | $18,264+38.4% | $19,030+32.8% |