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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 | $89,006 | $153,769-42.1% | $133,975-33.6% | $273,972-67.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.95% | 36.51%-21.6pp | 29.29%-14.3pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,667 | $6,029-72.4% | $5,211-68.0% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,429 | $11,765-62.4% | $9,324-52.5% | $10,133-56.3% |