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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 | $210,642 | $228,395-7.8% | $185,861+13.3% | $158,982+32.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.80% | 40.82%-33.0pp | 35.96%-28.2pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,814 | $4,968-43.4% | $4,088-31.2% | $4,763-40.9% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,612 | $11,869-61.1% | $9,503-51.5% | $11,252-59.0% |