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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 | $93,902 | $181,062-48.1% | $158,223-40.7% | $155,188-39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.38% | 57.39%-46.0pp | 52.09%-40.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $5,274 | $4,565+15.5% | $4,109+28.4% | $4,248+24.2% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $731 | $18,825-96.1% | $16,047-95.4% | $14,480-94.9% |