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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 | $162,967-25.8% | $135,792-11.0% | $138,895-13.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.37% | 30.08%-17.7pp | 25.96%-13.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | $10,174 | $4,211+141.6% | $3,496+191.1% | $4,194+142.6% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,659 | $15,306-36.9% | $12,266-21.3% | $12,562-23.1% |