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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 | $152,596 | $167,415-8.9% | $140,514+8.6% | $198,609-23.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 5.02% | 13.85%-8.8pp | 14.36%-9.3pp | 202.70%-197.7pp |
| Employer contribution / active EE | $4,620 | $4,088+13.0% | $3,378+36.8% | $5,055-8.6% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $966 | $16,730-94.2% | $13,697-92.9% | $19,030-94.9% |