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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 | $115,753 | $156,398-26.0% | $147,318-21.4% | $138,895-16.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.36% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,574 | $8,237+89.1% | $7,906+97.0% | $6,396+143.5% |
| Admin fee / account holder | $1,626 | $14,976-89.1% | $13,708-88.1% | $12,562-87.1% |