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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 | $120,858 | $177,156-31.8% | $147,027-17.8% | $154,746-21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.37% | 21.94%-9.6pp | 20.23%-7.9pp | 172.34%-160.0pp |
| Employer contribution / active EE | $10,174 | $4,336+134.6% | $3,626+180.6% | $4,379+132.3% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,659 | $14,904-35.2% | $12,223-21.0% | $14,365-32.8% |