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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 | $131,694 | $117,444+12.1% | $99,479+32.4% | $152,909-13.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.23% | 31.87%-19.6pp | 30.72%-18.5pp | 345.46%-333.2pp |
| Employer contribution / active EE | $3,333 | $3,014+10.6% | $2,540+31.2% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,603 | $7,635+65.1% | $6,253+101.6% | $11,601+8.6% |