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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 | $142,955 | $106,864+33.8% | $147,318-3.0% | $82,637+73.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.01% | 27.49%-6.5pp | 70.43%-49.4pp | 53.51%-32.5pp |
| Employer contribution / active EE | $3,864 | $3,417+13.1% | $4,593-15.9% | $2,552+51.4% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,876 | $8,415-65.8% | $13,708-79.0% | $7,339-60.8% |