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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 | $111,635 | $213,785-47.8% | $185,441-39.8% | $155,188-28.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.98% | 19.97%-11.0pp | 20.16%-11.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,250 | $5,393-76.8% | $4,672-73.2% | $4,248-70.6% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,878 | $21,134-58.0% | $17,890-50.4% | $14,480-38.7% |