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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 | $185,141-34.7% | $153,416-21.2% | $155,188-22.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.37% | 18.72%-6.4pp | 17.84%-5.5pp | 148.84%-136.5pp |
| Employer contribution / active EE | $10,174 | $4,489+126.6% | $3,764+170.3% | $4,248+139.5% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,659 | $16,005-39.7% | $13,095-26.2% | $14,480-33.3% |