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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 | $123,393 | $135,956-9.2% | $123,894-0.4% | $273,972-55.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.90% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,365 | $5,170+42.5% | $4,617+59.5% | $4,869+51.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,544 | $9,817-53.7% | $8,357-45.6% | $10,133-55.2% |