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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 | $227,193 | $140,592+61.6% | $123,105+84.6% | $125,389+81.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.08% | 16.80%-11.7pp | 13.22%-8.1pp | 282.24%-277.2pp |
| Employer contribution / active EE | $3,188 | $6,041-47.2% | $5,151-38.1% | $4,866-34.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,992 | $11,198-64.4% | $9,014-55.7% | $9,541-58.2% |