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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 | $149,124 | $167,522-11.0% | $151,639-1.7% | $134,532+10.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.31% | 7.81%-3.5pp | 3.34%+1.0pp | 418.27%-414.0pp |
| Employer contribution / active EE | $9,571 | $6,828+40.2% | $6,165+55.3% | $4,741+101.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,424 | $13,780-89.7% | $11,613-87.7% | $11,429-87.5% |