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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 | $102,067 | $275,752-63.0% | $256,809-60.3% | $198,609-48.6% |
| Participation rate | 0.0% | 89.2%-89.2pp | 88.5%-88.5pp | 82.4%-82.4pp |
| Annual return | 21.45% | 34.81%-13.4pp | 32.73%-11.3pp | 202.70%-181.2pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,373 | $25,716-90.8% | $25,146-90.6% | $19,030-87.5% |