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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 | $41,215 | $154,228-73.3% | $145,433-71.7% | $137,256-70.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,324 | $8,216+74.3% | $7,897+81.4% | $6,407+123.6% |
| Admin fee / account holder | $15,714 | $14,344+9.6% | $13,129+19.7% | $12,270+28.1% |