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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 | $82,147 | $87,733-6.4% | $106,554-22.9% | $85,851-4.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 20.77% | 21.86%-1.1pp | 26.80%-6.0pp | 318.63%-297.9pp |
| Employer contribution / active EE | $2,051 | $2,073-1.0% | $2,819-27.2% | $2,565-20.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,872 | $6,767-42.8% | $7,408-47.7% | $6,261-38.2% |