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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 | $125,415 | $167,522-25.1% | $151,639-17.3% | $134,532-6.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.31% | 7.81%-3.5pp | 3.34%+1.0pp | 418.27%-414.0pp |
| Employer contribution / active EE | $4,447 | $6,828-34.9% | $6,165-27.9% | $4,741-6.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,132 | $13,780-91.8% | $11,613-90.3% | $11,429-90.1% |