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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 | $208,681 | $155,555+34.2% | $146,866+42.1% | $155,188+34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.27% | 115.41%-100.1pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,709 | $8,044-4.2% | $7,759-0.6% | $6,531+18.0% |
| Admin fee / account holder | $391 | $14,755-97.4% | $13,620-97.1% | $14,480-97.3% |