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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 | $106,969 | $180,028-40.6% | $138,135-22.6% | $158,982-32.7% |
| Participation rate | 87.5% | 82.2%+5.3pp | 78.7%+8.8pp | 82.0%+5.5pp |
| Annual return | 11.26% | 21.68%-10.4pp | 20.51%-9.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $760 | $17,912-95.8% | $11,856-93.6% | $11,252-93.2% |