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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 | $236,619 | $185,141+27.8% | $153,416+54.2% | $155,188+52.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.77% | 18.72%-6.0pp | 17.84%-5.1pp | 148.84%-136.1pp |
| Employer contribution / active EE | $3,753 | $4,489-16.4% | $3,764-0.3% | $4,248-11.7% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,135 | $16,005-86.7% | $13,095-83.7% | $14,480-85.3% |