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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 | $104,549 | $126,661-17.5% | $113,397-7.8% | $138,895-24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.00% | 25.05%-8.1pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,506 | $3,456+30.4% | $2,977+51.4% | $4,194+7.4% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,487 | $14,549-69.2% | $11,957-62.5% | $12,562-64.3% |