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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 | $118,820 | $156,398-24.0% | $147,318-19.3% | $138,895-14.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.06% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $5,450 | $14,976-63.6% | $13,708-60.2% | $12,562-56.6% |