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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 | $223,823-53.1% | $211,142-50.2% | $154,746-32.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.74% | 50.39%-39.7pp | 46.84%-36.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,659 | $9,750+9.3% | $9,284+14.8% | $6,730+58.4% |
| Admin fee / account holder | $384 | $19,707-98.1% | $19,076-98.0% | $14,365-97.3% |