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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 | $137,453 | $181,896-24.4% | $156,551-12.2% | $273,972-49.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.81% | 30.74%-19.9pp | 32.23%-21.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $6,471 | $6,248+3.6% | $5,501+17.6% | $4,869+32.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $913 | $15,560-94.1% | $13,028-93.0% | $10,133-91.0% |