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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 | $156,398-78.8% | $147,318-77.5% | $138,895-76.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 33.37% | 78.75%-45.4pp | 70.43%-37.1pp | 145.39%-112.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,056 | $8,237-38.6% | $7,906-36.1% | $6,396-21.0% |
| Admin fee / account holder | $1,468 | $14,976-90.2% | $13,708-89.3% | $12,562-88.3% |