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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 | $199,109-49.8% | $173,730-42.5% | $154,746-35.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.99% | 20.02%-7.0pp | 19.96%-7.0pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,456 | $7,113-51.4% | $6,326-45.4% | $6,730-48.6% |
| Admin fee / account holder | $2,473 | $20,916-88.2% | $17,523-85.9% | $14,365-82.8% |