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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 | $127,315 | $135,956-6.4% | $123,894+2.8% | $273,972-53.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.29% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,659 | $6,343-42.3% | $5,984-38.9% | $5,287-30.8% |
| Admin fee / account holder | $6,368 | $9,817-35.1% | $8,357-23.8% | $10,133-37.2% |