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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 | $80,848 | $93,064-13.1% | $74,577+8.4% | $273,972-70.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.69% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,415 | $3,160+103.0% | $2,525+154.1% | $4,869+31.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,156 | $5,273-2.2% | $4,138+24.6% | $10,133-49.1% |