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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 | $173,744 | $78,423+121.5% | $95,964+81.1% | $79,856+117.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 20.17% | 19.37%+0.8pp | 91.64%-71.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,311 | $3,440+54.4% | $4,167+27.5% | $3,741+42.0% |
| Admin fee / account holder | $5,160 | $5,622-8.2% | $6,797-24.1% | $5,306-2.8% |