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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 | $227,291-53.8% | $214,702-51.1% | $155,188-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.74% | 60.08%-49.3pp | 54.55%-43.8pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,659 | $9,582+11.2% | $9,147+16.5% | $6,531+63.2% |
| Admin fee / account holder | $384 | $20,413-98.1% | $19,830-98.1% | $14,480-97.3% |