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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 | $30,503 | $165,399-81.6% | $149,745-79.6% | $158,982-80.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 15.38% | 348.34%-333.0pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $933 | $5,105-81.7% | $4,646-79.9% | $4,763-80.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,357 | $10,811-87.5% | $9,312-85.4% | $11,252-87.9% |