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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 | $137,528 | $176,794-22.2% | $146,647-6.2% | $167,553-17.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.29% | 24.04%+1.3pp | 22.75%+2.5pp | 478.89%-453.6pp |
| Employer contribution / active EE | $4,091 | $5,161-20.7% | $4,137-1.1% | $4,840-15.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $15,258 | $13,262+15.0% | $10,281+48.4% | $12,316+23.9% |