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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 | $102,480 | $135,956-24.6% | $123,894-17.3% | $273,972-62.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.48% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,064 | $5,170+56.0% | $4,617+74.7% | $4,869+65.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,189 | $9,817-77.7% | $8,357-73.8% | $10,133-78.4% |