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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 | $137,956 | $167,533-17.7% | $151,645-9.0% | $134,545+2.5% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | 2.21% | 7.81%-5.6pp | 3.34%-1.1pp | 418.37%-416.2pp |
| Employer contribution / active EE | $5,023 | $6,828-26.4% | $6,165-18.5% | $4,742+5.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,164 | $13,781-84.3% | $11,614-81.4% | $11,431-81.1% |