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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 | $92,114 | $154,228-40.3% | $145,433-36.7% | $137,256-32.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.79% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,974 | $8,216-15.1% | $7,897-11.7% | $6,407+8.8% |
| Admin fee / account holder | $35,647 | $14,344+148.5% | $13,129+171.5% | $12,270+190.5% |