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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 | $145,147 | $135,956+6.8% | $123,894+17.2% | $273,972-47.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,447 | $5,170-33.3% | $4,617-25.3% | $4,869-29.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,542 | $9,817-43.6% | $8,357-33.7% | $10,133-45.3% |