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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 | $99,864 | $254,759-60.8% | $216,567-53.9% | $198,609-49.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.99% | 10.04%+3.0pp | 12.94%+0.1pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,456 | $6,948-50.3% | $6,191-44.2% | $6,977-50.5% |
| Admin fee / account holder | $2,473 | $26,311-90.6% | $21,981-88.7% | $19,030-87.0% |