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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 | $125,733 | $212,777-40.9% | $173,703-27.6% | $198,609-36.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.99% | 18.82%-14.8pp | 17.46%-13.5pp | 202.70%-198.7pp |
| Employer contribution / active EE | $3,571 | $5,214-31.5% | $4,288-16.7% | $5,055-29.4% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,528 | $19,536+5.1% | $15,562+31.9% | $19,030+7.9% |