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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 | $148,096 | $185,141-20.0% | $153,416-3.5% | $155,188-4.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 8.74% | 18.72%-10.0pp | 17.84%-9.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $9,091 | $4,489+102.5% | $3,764+141.5% | $4,248+114.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,682 | $16,005-89.5% | $13,095-87.2% | $14,480-88.4% |