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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 | $144,147 | $185,141-22.1% | $153,416-6.0% | $155,188-7.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 9.21% | 18.72%-9.5pp | 17.84%-8.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $3,029 | $4,489-32.5% | $3,764-19.5% | $4,248-28.7% |
| Participant deferral / active EE | $7,794 | $5,477+42.3% | $4,723+65.0% | $6,531+19.3% |
| Admin fee / account holder | $7,145 | $16,005-55.4% | $13,095-45.4% | $14,480-50.7% |