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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 | $119,758 | $215,361-44.4% | $171,082-30.0% | $273,972-56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.95% | 25.14%-20.2pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $17,750 | $5,543+220.2% | $4,797+270.0% | $5,287+235.7% |
| Admin fee / account holder | $7,961 | $10,846-26.6% | $8,520-6.6% | $10,133-21.4% |