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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 | $104,947 | $215,361-51.3% | $171,082-38.7% | $273,970-61.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.30% | 25.14%-21.8pp | 32.56%-29.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,991 | $4,967-39.8% | $4,002-25.3% | $4,869-38.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,066 | $10,846-90.2% | $8,520-87.5% | $10,132-89.5% |