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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 | $116,566 | $136,307-14.5% | $106,619+9.3% | $273,972-57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.45% | 11.05%+1.4pp | 9.42%+3.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $3,763 | $5,190-27.5% | $3,947-4.6% | $4,869-22.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $400 | $8,625-95.4% | $6,418-93.8% | $10,133-96.1% |