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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 | $116,737 | $165,381-29.4% | $149,730-22.0% | $158,966-26.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.15% | 348.29%-337.1pp | 276.70%-265.6pp | 302.95%-291.8pp |
| Employer contribution / active EE | $4,542 | $5,104-11.0% | $4,645-2.2% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,350 | $10,809-78.3% | $9,310-74.8% | $11,250-79.1% |