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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 | $102,002 | $102,828-0.8% | $105,387-3.2% | $152,909-33.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.40% | 20.85%+1.5pp | 26.82%-4.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $4,757 | $4,473+6.4% | $4,213+12.9% | $4,764-0.1% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,333 | $8,683-84.6% | $6,559-79.7% | $11,601-88.5% |