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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 | $73,591 | $156,398-52.9% | $147,318-50.0% | $138,895-47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.08% | 78.75%-57.7pp | 70.43%-49.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $35,924 | $4,853+640.2% | $4,593+682.2% | $4,194+756.5% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $586 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |