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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 | $96,141 | $171,272-43.9% | $127,803-24.8% | $152,909-37.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.0%+8.5pp | 82.5%+5.0pp |
| Annual return | 12.99% | 23.54%-10.5pp | 26.14%-13.2pp | 345.46%-332.5pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $663 | $14,540-95.4% | $9,399-92.9% | $11,601-94.3% |