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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 | $65,503 | $167,533-60.9% | $151,645-56.8% | $134,545-51.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+7.0pp | 81.2%+13.2pp |
| Annual return | 1.38% | 7.81%-6.4pp | 3.34%-2.0pp | 418.37%-417.0pp |
| Employer contribution / active EE | $5,000 | $6,828-26.8% | $6,165-18.9% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,324 | $13,781-32.3% | $11,614-19.7% | $11,431-18.4% |