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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 | $219,611 | $215,361+2.0% | $171,082+28.4% | $273,972-19.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.39% | 25.14%-22.7pp | 32.56%-30.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $5,150 | $4,967+3.7% | $4,002+28.7% | $4,869+5.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,327 | $10,846-23.2% | $8,520-2.3% | $10,133-17.8% |