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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 | $91,512 | $211,105-56.7% | $178,449-48.7% | $145,978-37.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.37% | 30.19%-20.8pp | 27.09%-17.7pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,724 | $6,959-60.9% | $6,277-56.6% | $6,690-59.3% |
| Admin fee / account holder | $1,150 | $12,017-90.4% | $10,362-88.9% | $13,400-91.4% |