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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 | $64,055 | $155,555-58.8% | $146,866-56.4% | $155,188-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.56% | 115.41%-103.9pp | 102.85%-91.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,020 | $8,044-37.6% | $7,759-35.3% | $6,531-23.1% |
| Admin fee / account holder | $12,814 | $14,755-13.2% | $13,620-5.9% | $14,480-11.5% |