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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 | $33,105 | $154,228-78.5% | $145,433-77.2% | $137,256-75.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.37% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,056 | $8,216-38.5% | $7,897-36.0% | $6,407-21.1% |
| Admin fee / account holder | $1,468 | $14,344-89.8% | $13,129-88.8% | $12,270-88.0% |