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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 | $139,000 | $213,785-35.0% | $185,441-25.0% | $155,188-10.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.10% | 19.97%-2.9pp | 20.16%-3.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $3,182 | $5,393-41.0% | $4,672-31.9% | $4,248-25.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,668 | $21,134-87.4% | $17,890-85.1% | $14,480-81.6% |