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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 | $80,275 | $181,896-55.9% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.72% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,142 | $6,248-1.7% | $5,501+11.6% | $4,869+26.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $680 | $15,560-95.6% | $13,028-94.8% | $10,133-93.3% |