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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 | $105,051 | $275,752-61.9% | $256,809-59.1% | $198,609-47.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.74% | 34.81%-24.1pp | 32.73%-22.0pp | 202.70%-192.0pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,659 | $10,037+6.2% | $9,520+12.0% | $6,977+52.8% |
| Admin fee / account holder | $384 | $25,716-98.5% | $25,146-98.5% | $19,030-98.0% |